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 | $99,837 | $84,695+17.9% | $73,843+35.2% | $125,391-20.4% |
| Participation rate | 52.4% | 76.8%-24.4pp | 73.4%-21.1pp | 83.2%-30.8pp |
| Annual return | -2.32% | 3123.53%-3125.8pp | 2267.84%-2270.2pp | 282.22%-284.5pp |
| Employer contribution / active EE | $591 | $3,123-81.1% | $2,787-78.8% | $4,866-87.8% |
| Participant deferral / active EE | $3,550 | $3,992-11.1% | $3,583-0.9% | $5,352-33.7% |
| Admin fee / account holder | $1,199 | $5,691-78.9% | $4,880-75.4% | $9,540-87.4% |