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 | $89,397 | $138,044-35.2% | $125,339-28.7% | $134,475-33.5% |
| Participation rate | 60.0% | 84.5%-24.5pp | 82.4%-22.4pp | 81.2%-21.2pp |
| Annual return | -19.85% | 750.33%-770.2pp | 572.05%-591.9pp | 417.96%-437.8pp |
| Employer contribution / active EE | $8,535 | $5,243+62.8% | $4,814+77.3% | $4,740+80.1% |
| Participant deferral / active EE | $8,605 | $7,799+10.3% | $7,446+15.6% | $6,400+34.5% |
| Admin fee / account holder | $1,772 | $11,571-84.7% | $10,010-82.3% | $11,426-84.5% |