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 8-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 | $117,869 | $93,024+26.7% | $77,024+53.0% | $134,475-12.3% |
| Participation rate | 60.0% | 74.5%-14.5pp | 67.9%-7.9pp | 81.2%-21.2pp |
| Annual return | -16.33% | 62.60%-78.9pp | 42.32%-58.6pp | 417.96%-434.3pp |
| Employer contribution / active EE | $1,181 | $3,418-65.5% | $2,812-58.0% | $4,740-75.1% |
| Participant deferral / active EE | $8,540 | $5,238+63.1% | $4,426+92.9% | $6,400+33.4% |
| Admin fee / account holder | $1,249 | $6,944-82.0% | $5,425-77.0% | $11,426-89.1% |