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 | $51,738 | $93,024-44.4% | $77,024-32.8% | $134,475-61.5% |
| Participation rate | 57.9% | 74.5%-16.6pp | 67.9%-10.0pp | 81.2%-23.3pp |
| Annual return | -15.58% | 62.60%-78.2pp | 42.32%-57.9pp | 417.96%-433.5pp |
| Employer contribution / active EE | $1,879 | $3,418-45.0% | $2,812-33.2% | $4,740-60.3% |
| Participant deferral / active EE | $7,237 | $5,238+38.2% | $4,426+63.5% | $6,400+13.1% |
| Admin fee / account holder | $378 | $6,944-94.6% | $5,425-93.0% | $11,426-96.7% |