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 9-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 | $114,596 | $97,757+17.2% | $83,848+36.7% | $135,375-15.3% |
| Participation rate | 45.5% | 80.0%-34.5pp | 76.1%-30.7pp | 82.6%-37.2pp |
| Annual return | -4.86% | 1287.37%-1292.2pp | 850.88%-855.7pp | 519.73%-524.6pp |
| Employer contribution / active EE | $1,013 | $4,222-76.0% | $3,631-72.1% | $4,779-78.8% |
| Participant deferral / active EE | $4,395 | $4,682-6.1% | $4,082+7.7% | $5,609-21.6% |
| Admin fee / account holder | $4,995 | $6,674-25.2% | $5,478-8.8% | $10,827-53.9% |