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 | $91,541 | $82,664+10.7% | $125,339-27.0% | $68,494+33.6% |
| Participation rate | 69.4% | 75.0%-5.7pp | 82.4%-13.0pp | 67.9%+1.5pp |
| Annual return | -15.07% | -5.97%-9.1pp | 572.05%-587.1pp | -7.84%-7.2pp |
| Employer contribution / active EE | $1,439 | $3,381-57.4% | $4,814-70.1% | $2,596-44.6% |
| Participant deferral / active EE | $5,972 | $6,110-2.3% | $7,446-19.8% | $4,027+48.3% |
| Admin fee / account holder | $995 | $6,275-84.1% | $10,010-90.1% | $5,403-81.6% |