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 | $34,108 | $106,543-68.0% | $91,220-62.6% | $134,475-74.6% |
| Participation rate | 63.6% | 76.8%-13.2pp | 73.2%-9.6pp | 81.2%-17.6pp |
| Annual return | -18.24% | 160.60%-178.8pp | 114.01%-132.3pp | 417.96%-436.2pp |
| Employer contribution / active EE | $2,450 | $3,331-26.4% | $2,850-14.0% | $4,740-48.3% |
| Participant deferral / active EE | $4,818 | $4,719+2.1% | $4,234+13.8% | $6,400-24.7% |
| Admin fee / account holder | $709 | $6,231-88.6% | $5,420-86.9% | $11,426-93.8% |