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 7-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 | $85,161 | $167,484-49.2% | $151,611-43.8% | $134,475-36.7% |
| Participation rate | 66.7% | 88.4%-21.7pp | 87.5%-20.8pp | 81.2%-14.6pp |
| Annual return | -19.20% | 7.80%-27.0pp | 3.33%-22.5pp | 417.96%-437.2pp |
| Employer contribution / active EE | $3,327 | $6,829-51.3% | $6,166-46.0% | $4,740-29.8% |
| Participant deferral / active EE | $14,083 | $8,986+56.7% | $8,363+68.4% | $6,400+120.0% |
| Admin fee / account holder | $599 | $13,783-95.7% | $11,616-94.8% | $11,426-94.8% |