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 | $55,851 | $93,024-40.0% | $77,024-27.5% | $134,475-58.5% |
| Participation rate | 57.1% | 74.5%-17.3pp | 67.9%-10.8pp | 81.2%-24.1pp |
| Annual return | -4.76% | 62.60%-67.4pp | 42.32%-47.1pp | 417.96%-422.7pp |
| Employer contribution / active EE | $3,080 | $3,418-9.9% | $2,812+9.5% | $4,740-35.0% |
| Participant deferral / active EE | $6,494 | $5,238+24.0% | $4,426+46.7% | $6,400+1.5% |
| Admin fee / account holder | $522 | $6,944-92.5% | $5,425-90.4% | $11,426-95.4% |