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 | $82,780 | $105,860-21.8% | $90,749-8.8% | $134,475-38.4% |
| Participation rate | 62.5% | 78.2%-15.7pp | 75.7%-13.2pp | 81.2%-18.7pp |
| Annual return | -11.33% | -11.01%-0.3pp | -12.16%+0.8pp | 417.96%-429.3pp |
| Employer contribution / active EE | $971 | $3,462-72.0% | $2,921-66.8% | $4,740-79.5% |
| Participant deferral / active EE | $2,746 | $5,216-47.4% | $4,564-39.8% | $6,400-57.1% |
| Admin fee / account holder | $2,157 | $13,938-84.5% | $8,445-74.5% | $11,426-81.1% |