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 5-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 | $85,407 | $138,044-38.1% | $125,339-31.9% | $134,475-36.5% |
| Participation rate | 53.8% | 84.5%-30.6pp | 82.4%-28.5pp | 81.2%-27.4pp |
| Annual return | -13.12% | 750.33%-763.4pp | 572.05%-585.2pp | 417.96%-431.1pp |
| Employer contribution / active EE | $2,263 | $5,243-56.8% | $4,814-53.0% | $4,740-52.2% |
| Participant deferral / active EE | $6,114 | $7,799-21.6% | $7,446-17.9% | $6,400-4.5% |
| Admin fee / account holder | $83,791 | $11,571+624.1% | $10,010+737.1% | $11,426+633.3% |