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 | $80,421 | $92,703-13.2% | $82,719-2.8% | $134,475-40.2% |
| Participation rate | 31.6% | 75.2%-43.6pp | 72.6%-41.0pp | 81.2%-49.6pp |
| Annual return | -15.20% | 944.92%-960.1pp | 701.18%-716.4pp | 417.96%-433.2pp |
| Employer contribution / active EE | $1,435 | $3,274-56.2% | $3,009-52.3% | $4,740-69.7% |
| Participant deferral / active EE | $4,052 | $4,802-15.6% | $4,395-7.8% | $6,400-36.7% |
| Admin fee / account holder | $23,652 | $5,983+295.3% | $5,329+343.8% | $11,426+107.0% |