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 8-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 | $107,090 | $93,024+15.1% | $77,024+39.0% | $134,475-20.4% |
| Participation rate | 16.7% | 74.5%-57.8pp | 67.9%-51.2pp | 81.2%-64.6pp |
| Annual return | -21.08% | 62.60%-83.7pp | 42.32%-63.4pp | 417.96%-439.0pp |
| Employer contribution / active EE | $421 | $3,418-87.7% | $2,812-85.0% | $4,740-91.1% |
| Participant deferral / active EE | $3,417 | $5,238-34.8% | $4,426-22.8% | $6,400-46.6% |
| Admin fee / account holder | $1,657 | $6,944-76.1% | $5,425-69.5% | $11,426-85.5% |