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 8-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 | $75,128 | $138,065-45.6% | $123,544-39.2% | $135,375-44.5% |
| Participation rate | 69.2% | 84.7%-15.5pp | 82.3%-13.1pp | 82.6%-13.4pp |
| Annual return | -5.15% | 153.68%-158.8pp | 119.20%-124.3pp | 519.73%-524.9pp |
| Employer contribution / active EE | $2,032 | $5,151-60.5% | $4,628-56.1% | $4,779-57.5% |
| Participant deferral / active EE | $6,721 | $6,799-1.1% | $6,426+4.6% | $5,609+19.8% |
| Admin fee / account holder | $347 | $10,916-96.8% | $9,284-96.3% | $10,827-96.8% |