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 | $76,944 | $93,024-17.3% | $77,024-0.1% | $134,475-42.8% |
| Participation rate | 66.7% | 74.5%-7.8pp | 67.9%-1.2pp | 81.2%-14.6pp |
| Annual return | -17.12% | 62.60%-79.7pp | 42.32%-59.4pp | 417.96%-435.1pp |
| Employer contribution / active EE | $2,178 | $3,418-36.3% | $2,812-22.6% | $4,740-54.0% |
| Participant deferral / active EE | $6,854 | $5,238+30.9% | $4,426+54.8% | $6,400+7.1% |
| Admin fee / account holder | $664 | $6,944-90.4% | $5,425-87.8% | $11,426-94.2% |