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 | $68,261 | $82,664-17.4% | $125,339-45.5% | $68,494-0.3% |
| Participation rate | 59.5% | 75.0%-15.5pp | 82.4%-22.8pp | 67.9%-8.4pp |
| Annual return | -12.10% | -5.97%-6.1pp | 572.05%-584.2pp | -7.84%-4.3pp |
| Employer contribution / active EE | $3,297 | $3,381-2.5% | $4,814-31.5% | $2,596+27.0% |
| Participant deferral / active EE | $6,234 | $6,110+2.0% | $7,446-16.3% | $4,027+54.8% |
| Admin fee / account holder | $16,674 | $6,275+165.7% | $10,010+66.6% | $5,403+208.6% |