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 | $101,945 | $95,862+6.3% | $79,550+28.2% | $134,475-24.2% |
| Participation rate | 68.2% | 75.0%-6.9pp | 69.5%-1.3pp | 81.2%-13.0pp |
| Annual return | -12.98% | -2.69%-10.3pp | 0.16%-13.1pp | 417.96%-430.9pp |
| Employer contribution / active EE | $732 | $3,128-76.6% | $2,413-69.7% | $4,740-84.6% |
| Participant deferral / active EE | $4,797 | $4,693+2.2% | $3,985+20.4% | $6,400-25.0% |
| Admin fee / account holder | $10,405 | $9,126+14.0% | $6,832+52.3% | $11,426-8.9% |