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 | $77,090 | $142,344-45.8% | $119,609-35.5% | $134,475-42.7% |
| Participation rate | 66.7% | 82.8%-16.1pp | 79.3%-12.6pp | 81.2%-14.6pp |
| Annual return | -16.79% | -12.44%-4.3pp | -14.97%-1.8pp | 417.96%-434.8pp |
| Employer contribution / active EE | $7,375 | $5,222+41.2% | $4,232+74.3% | $4,740+55.6% |
| Participant deferral / active EE | $5,570 | $6,469-13.9% | $5,602-0.6% | $6,400-13.0% |
| Admin fee / account holder | $1,193 | $13,584-91.2% | $10,323-88.4% | $11,426-89.6% |