See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 9-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,270 | $91,538-23.2% | $129,995-45.9% | $75,163-6.5% |
| Participation rate | 46.2% | 71.4%-25.3pp | 78.5%-32.3pp | 67.2%-21.0pp |
| Annual return | 22.34% | -631.11%+653.5pp | -137.18%+159.5pp | 160.62%-138.3pp |
| Employer contribution / active EE | $1,598 | $2,845-43.8% | $4,320-63.0% | $2,670-40.1% |
| Participant deferral / active EE | $3,514 | $4,341-19.0% | $5,820-39.6% | $4,125-14.8% |
| Admin fee / account holder | $539 | $6,790-92.1% | $10,614-94.9% | $5,651-90.5% |