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 | $106,094 | $129,942-18.4% | $104,294+1.7% | $134,475-21.1% |
| Participation rate | 62.5% | 79.5%-17.0pp | 73.3%-10.8pp | 81.2%-18.7pp |
| Annual return | -7.09% | 42.03%-49.1pp | 24.61%-31.7pp | 417.96%-425.1pp |
| Employer contribution / active EE | $1,501 | $4,184-64.1% | $3,372-55.5% | $4,740-68.3% |
| Participant deferral / active EE | $3,258 | $5,588-41.7% | $4,625-29.6% | $6,400-49.1% |
| Admin fee / account holder | $577 | $9,323-93.8% | $7,339-92.1% | $11,426-94.9% |