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 10-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 | $74,421 | $69,763+6.7% | $67,502+10.2% | $74,495-0.1% |
| Participation rate | 46.7% | 71.4%-24.6pp | 72.9%-26.1pp | 67.2%-20.5pp |
| Annual return | 13.73% | -40.34%+54.1pp | 3512.12%-3498.4pp | 1364.94%-1351.2pp |
| Employer contribution / active EE | $0 | $2,704-100.0% | $2,731-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $2,886 | $3,636-20.6% | $4,000-27.8% | $4,346-33.6% |
| Admin fee / account holder | $6,771 | $896+655.8% | $3,998+69.4% | $1,942+248.7% |