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 | $128,550 | $95,862+34.1% | $79,550+61.6% | $134,475-4.4% |
| Participation rate | 66.7% | 75.0%-8.4pp | 69.5%-2.8pp | 81.2%-14.6pp |
| Annual return | -18.38% | -2.69%-15.7pp | 0.16%-18.5pp | 417.96%-436.3pp |
| Employer contribution / active EE | $1,831 | $3,128-41.5% | $2,413-24.1% | $4,740-61.4% |
| Participant deferral / active EE | $7,440 | $4,693+58.5% | $3,985+86.7% | $6,400+16.3% |
| Admin fee / account holder | $2,914 | $9,126-68.1% | $6,832-57.3% | $11,426-74.5% |