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 10-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 | $131,600 | $93,024+41.5% | $77,024+70.9% | $134,475-2.1% |
| Participation rate | 36.4% | 74.5%-38.1pp | 67.9%-31.5pp | 81.2%-44.9pp |
| Annual return | -17.93% | 62.60%-80.5pp | 42.32%-60.2pp | 417.96%-435.9pp |
| Employer contribution / active EE | $2,009 | $3,418-41.2% | $2,812-28.6% | $4,740-57.6% |
| Participant deferral / active EE | $5,451 | $5,238+4.1% | $4,426+23.2% | $6,400-14.8% |
| Admin fee / account holder | $755 | $6,944-89.1% | $5,425-86.1% | $11,426-93.4% |