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 | $66,211 | $99,640-33.5% | $86,436-23.4% | $134,475-50.8% |
| Participation rate | 66.7% | 82.0%-15.4pp | 80.3%-13.7pp | 81.2%-14.6pp |
| Annual return | -18.06% | 6782.58%-6800.6pp | 4394.89%-4413.0pp | 417.96%-436.0pp |
| Employer contribution / active EE | $2,591 | $4,400-41.1% | $3,769-31.3% | $4,740-45.3% |
| Participant deferral / active EE | $2,925 | $7,246-59.6% | $6,952-57.9% | $6,400-54.3% |
| Admin fee / account holder | $6,926 | $8,371-17.3% | $6,731+2.9% | $11,426-39.4% |