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 | $61,562 | $138,065-55.4% | $123,544-50.2% | $135,375-54.5% |
| Participation rate | 66.7% | 84.7%-18.1pp | 82.3%-15.6pp | 82.6%-16.0pp |
| Annual return | -4.66% | 153.68%-158.3pp | 119.20%-123.9pp | 519.73%-524.4pp |
| Employer contribution / active EE | $3,392 | $5,151-34.1% | $4,628-26.7% | $4,779-29.0% |
| Participant deferral / active EE | $8,060 | $6,799+18.5% | $6,426+25.4% | $5,609+43.7% |
| Admin fee / account holder | $10,976 | $10,916+0.5% | $9,284+18.2% | $10,827+1.4% |