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 | $83,065 | $133,958-38.0% | $112,228-26.0% | $134,475-38.2% |
| Participation rate | 66.7% | 78.6%-11.9pp | 75.1%-8.4pp | 81.2%-14.6pp |
| Annual return | -17.38% | 47.11%-64.5pp | 27.45%-44.8pp | 417.96%-435.3pp |
| Employer contribution / active EE | $2,851 | $4,038-29.4% | $3,635-21.6% | $4,740-39.8% |
| Participant deferral / active EE | $4,823 | $5,291-8.8% | $4,728+2.0% | $6,400-24.6% |
| Admin fee / account holder | $1,618 | $7,489-78.4% | $6,410-74.8% | $11,426-85.8% |