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 | $83,104 | $99,640-16.6% | $86,436-3.9% | $134,475-38.2% |
| Participation rate | 60.0% | 82.0%-22.0pp | 80.3%-20.3pp | 81.2%-21.2pp |
| Annual return | -15.26% | 6782.58%-6797.8pp | 4394.89%-4410.2pp | 417.96%-433.2pp |
| Employer contribution / active EE | $2,767 | $4,400-37.1% | $3,769-26.6% | $4,740-41.6% |
| Participant deferral / active EE | $6,110 | $7,246-15.7% | $6,952-12.1% | $6,400-4.5% |
| Admin fee / account holder | $786 | $8,371-90.6% | $6,731-88.3% | $11,426-93.1% |