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 | $90,421 | $105,860-14.6% | $90,749-0.4% | $134,475-32.8% |
| Participation rate | 63.6% | 78.2%-14.6pp | 75.7%-12.1pp | 81.2%-17.6pp |
| Annual return | -17.89% | -11.01%-6.9pp | -12.16%-5.7pp | 417.96%-435.9pp |
| Employer contribution / active EE | $1,485 | $3,462-57.1% | $2,921-49.2% | $4,740-68.7% |
| Participant deferral / active EE | $5,941 | $5,216+13.9% | $4,564+30.2% | $6,400-7.2% |
| Admin fee / account holder | $3,765 | $13,938-73.0% | $8,445-55.4% | $11,426-67.0% |