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 | $127,457 | $190,805-33.2% | $159,960-20.3% | $134,475-5.2% |
| Participation rate | 64.7% | 81.9%-17.2pp | 78.0%-13.2pp | 81.2%-16.5pp |
| Annual return | -15.91% | 552.23%-568.1pp | 408.60%-424.5pp | 417.96%-433.9pp |
| Employer contribution / active EE | $2,122 | $4,995-57.5% | $4,226-49.8% | $4,740-55.2% |
| Participant deferral / active EE | $3,809 | $6,923-45.0% | $6,182-38.4% | $6,400-40.5% |
| Admin fee / account holder | $3,208 | $10,471-69.4% | $8,698-63.1% | $11,426-71.9% |