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 9-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 | $94,208 | $93,024+1.3% | $77,024+22.3% | $134,475-29.9% |
| Participation rate | 63.2% | 74.5%-11.3pp | 67.9%-4.7pp | 81.2%-18.1pp |
| Annual return | -18.45% | 62.60%-81.1pp | 42.32%-60.8pp | 417.96%-436.4pp |
| Employer contribution / active EE | $1,782 | $3,418-47.9% | $2,812-36.6% | $4,740-62.4% |
| Participant deferral / active EE | $4,013 | $5,238-23.4% | $4,426-9.3% | $6,400-37.3% |
| Admin fee / account holder | $16,187 | $6,944+133.1% | $5,425+198.4% | $11,426+41.7% |