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 | $63,606 | $91,538-30.5% | $129,995-51.1% | $75,163-15.4% |
| Participation rate | 36.4% | 71.4%-35.1pp | 78.5%-42.1pp | 67.2%-30.8pp |
| Annual return | 18.56% | -631.11%+649.7pp | -137.18%+155.7pp | 160.62%-142.1pp |
| Employer contribution / active EE | $1,594 | $2,845-44.0% | $4,320-63.1% | $2,670-40.3% |
| Participant deferral / active EE | $2,801 | $4,341-35.5% | $5,820-51.9% | $4,125-32.1% |
| Admin fee / account holder | $591 | $6,790-91.3% | $10,614-94.4% | $5,651-89.5% |