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 | $72,263 | $69,010+4.7% | $159,960-54.8% | $68,494+5.5% |
| Participation rate | 66.1% | 65.4%+0.7pp | 78.0%-11.9pp | 67.9%-1.8pp |
| Annual return | -13.32% | -9.65%-3.7pp | 408.60%-421.9pp | -7.84%-5.5pp |
| Employer contribution / active EE | $4,311 | $2,213+94.8% | $4,226+2.0% | $2,596+66.0% |
| Participant deferral / active EE | $6,949 | $4,212+65.0% | $6,182+12.4% | $4,027+72.6% |
| Admin fee / account holder | $15,421 | $4,798+221.4% | $8,698+77.3% | $5,403+185.4% |