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 | $71,024 | $105,860-32.9% | $90,749-21.7% | $134,475-47.2% |
| Participation rate | 65.2% | 78.2%-13.0pp | 75.7%-10.5pp | 81.2%-16.0pp |
| Annual return | -17.37% | -11.01%-6.4pp | -12.16%-5.2pp | 417.96%-435.3pp |
| Employer contribution / active EE | $2,352 | $3,462-32.1% | $2,921-19.5% | $4,740-50.4% |
| Participant deferral / active EE | $5,017 | $5,216-3.8% | $4,564+9.9% | $6,400-21.6% |
| Admin fee / account holder | $1,600 | $13,938-88.5% | $8,445-81.1% | $11,426-86.0% |