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 7-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 | $76,688 | $93,024-17.6% | $77,024-0.4% | $134,475-43.0% |
| Participation rate | 66.7% | 74.5%-7.8pp | 67.9%-1.2pp | 81.2%-14.6pp |
| Annual return | -13.90% | 62.60%-76.5pp | 42.32%-56.2pp | 417.96%-431.9pp |
| Employer contribution / active EE | $3,989 | $3,418+16.7% | $2,812+41.9% | $4,740-15.8% |
| Participant deferral / active EE | $9,339 | $5,238+78.3% | $4,426+111.0% | $6,400+45.9% |
| Admin fee / account holder | $7,720 | $6,944+11.2% | $5,425+42.3% | $11,426-32.4% |