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 | $104,457 | $93,024+12.3% | $77,024+35.6% | $134,475-22.3% |
| Participation rate | 47.8% | 74.5%-26.7pp | 67.9%-20.1pp | 81.2%-33.4pp |
| Annual return | -10.59% | 62.60%-73.2pp | 42.32%-52.9pp | 417.96%-428.5pp |
| Employer contribution / active EE | $1,704 | $3,418-50.1% | $2,812-39.4% | $4,740-64.0% |
| Participant deferral / active EE | $3,410 | $5,238-34.9% | $4,426-23.0% | $6,400-46.7% |
| Admin fee / account holder | $977 | $6,944-85.9% | $5,425-82.0% | $11,426-91.4% |