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 6-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 | $90,029 | $167,484-46.2% | $151,611-40.6% | $134,475-33.1% |
| Participation rate | 66.7% | 88.4%-21.7pp | 87.5%-20.8pp | 81.2%-14.6pp |
| Annual return | -16.01% | 7.80%-23.8pp | 3.33%-19.3pp | 417.96%-434.0pp |
| Employer contribution / active EE | $1,584 | $6,829-76.8% | $6,166-74.3% | $4,740-66.6% |
| Participant deferral / active EE | $6,383 | $8,986-29.0% | $8,363-23.7% | $6,400-0.3% |
| Admin fee / account holder | $657 | $13,783-95.2% | $11,616-94.3% | $11,426-94.2% |