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 | $71,420 | $91,538-22.0% | $129,995-45.1% | $75,163-5.0% |
| Participation rate | 55.6% | 71.4%-15.9pp | 78.5%-22.9pp | 67.2%-11.6pp |
| Annual return | 13.65% | -631.11%+644.8pp | -137.18%+150.8pp | 160.62%-147.0pp |
| Employer contribution / active EE | $2,434 | $2,845-14.4% | $4,320-43.7% | $2,670-8.8% |
| Participant deferral / active EE | $5,922 | $4,341+36.4% | $5,820+1.8% | $4,125+43.6% |
| Admin fee / account holder | $5,420 | $6,790-20.2% | $10,614-48.9% | $5,651-4.1% |