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 9-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 | $97,035 | $117,690-17.6% | $71,735+35.3% | $134,475-27.8% |
| Participation rate | 60.0% | 68.8%-8.8pp | 62.3%-2.3pp | 81.2%-21.2pp |
| Annual return | -17.50% | 25.44%-42.9pp | 9.14%-26.6pp | 417.96%-435.5pp |
| Employer contribution / active EE | $3,235 | $2,525+28.2% | $1,704+89.9% | $4,740-31.7% |
| Participant deferral / active EE | $8,752 | $3,759+132.8% | $2,658+229.3% | $6,400+36.8% |
| Admin fee / account holder | $17,246 | $6,379+170.3% | $3,974+334.0% | $11,426+50.9% |