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 | $114,299 | $90,519+26.3% | $93,789+21.9% | $134,475-15.0% |
| Participation rate | 50.0% | 82.0%-32.0pp | 81.0%-31.0pp | 81.2%-31.2pp |
| Annual return | -19.56% | -15.72%-3.8pp | -11.33%-8.2pp | 417.96%-437.5pp |
| Employer contribution / active EE | $2,045 | $4,343-52.9% | $4,323-52.7% | $4,740-56.9% |
| Participant deferral / active EE | $9,320 | $5,978+55.9% | $6,094+52.9% | $6,400+45.6% |
| Admin fee / account holder | $1,077 | $9,252-88.4% | $7,195-85.0% | $11,426-90.6% |