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 | $97,130 | $99,640-2.5% | $86,436+12.4% | $134,475-27.8% |
| Participation rate | 42.9% | 82.0%-39.2pp | 80.3%-37.5pp | 81.2%-38.4pp |
| Annual return | -18.05% | 6782.58%-6800.6pp | 4394.89%-4412.9pp | 417.96%-436.0pp |
| Employer contribution / active EE | $1,486 | $4,400-66.2% | $3,769-60.6% | $4,740-68.7% |
| Participant deferral / active EE | $5,308 | $7,246-26.8% | $6,952-23.6% | $6,400-17.1% |
| Admin fee / account holder | $9,326 | $8,371+11.4% | $6,731+38.5% | $11,426-18.4% |