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 | $23,967 | $93,024-74.2% | $77,024-68.9% | $134,475-82.2% |
| Participation rate | 56.5% | 74.5%-18.0pp | 67.9%-11.4pp | 81.2%-24.7pp |
| Annual return | -20.18% | 62.60%-82.8pp | 42.32%-62.5pp | 417.96%-438.1pp |
| Employer contribution / active EE | $1,682 | $3,418-50.8% | $2,812-40.2% | $4,740-64.5% |
| Participant deferral / active EE | $2,254 | $5,238-57.0% | $4,426-49.1% | $6,400-64.8% |
| Admin fee / account holder | $1,671 | $6,944-75.9% | $5,425-69.2% | $11,426-85.4% |