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 | $119,064 | $93,024+28.0% | $77,024+54.6% | $134,475-11.5% |
| Participation rate | 64.7% | 74.5%-9.8pp | 67.9%-3.2pp | 81.2%-16.5pp |
| Annual return | -16.06% | 62.60%-78.7pp | 42.32%-58.4pp | 417.96%-434.0pp |
| Employer contribution / active EE | $649 | $3,418-81.0% | $2,812-76.9% | $4,740-86.3% |
| Participant deferral / active EE | $7,219 | $5,238+37.8% | $4,426+63.1% | $6,400+12.8% |
| Admin fee / account holder | $7,790 | $6,944+12.2% | $5,425+43.6% | $11,426-31.8% |