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 | $55,263 | $138,044-60.0% | $125,339-55.9% | $134,475-58.9% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -20.30% | 750.33%-770.6pp | 572.05%-592.4pp | 417.96%-438.3pp |
| Employer contribution / active EE | $2,800 | $5,243-46.6% | $4,814-41.8% | $4,740-40.9% |
| Participant deferral / active EE | $8,000 | $7,799+2.6% | $7,446+7.4% | $6,400+25.0% |
| Admin fee / account holder | $2,231 | $11,571-80.7% | $10,010-77.7% | $11,426-80.5% |