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 4-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 | $168,150 | $190,805-11.9% | $159,960+5.1% | $134,475+25.0% |
| Participation rate | 40.0% | 81.9%-41.9pp | 78.0%-38.0pp | 81.2%-41.2pp |
| Annual return | -9.37% | 552.23%-561.6pp | 408.60%-418.0pp | 417.96%-427.3pp |
| Employer contribution / active EE | $3,929 | $4,995-21.3% | $4,226-7.0% | $4,740-17.1% |
| Participant deferral / active EE | $8,200 | $6,923+18.4% | $6,182+32.6% | $6,400+28.1% |
| Admin fee / account holder | $1,026 | $10,471-90.2% | $8,698-88.2% | $11,426-91.0% |