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 | $81,053 | $52,519+54.3% | $155,790-48.0% | $59,632+35.9% |
| Participation rate | 64.6% | 61.7%+2.9pp | 76.1%-11.5pp | 68.7%-4.1pp |
| Annual return | -1.17% | 53.51%-54.7pp | 71.54%-72.7pp | 2041.28%-2042.5pp |
| Employer contribution / active EE | $1,625 | $1,589+2.2% | $3,836-57.6% | $2,203-26.2% |
| Participant deferral / active EE | $3,355 | $3,084+8.8% | $4,797-30.1% | $3,192+5.1% |
| Admin fee / account holder | $2,971 | $3,540-16.1% | $7,478-60.3% | $4,297-30.9% |