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 | $113,741 | $105,860+7.4% | $90,749+25.3% | $134,475-15.4% |
| Participation rate | 57.1% | 78.2%-21.1pp | 75.7%-18.5pp | 81.2%-24.1pp |
| Annual return | -13.39% | -11.01%-2.4pp | -12.16%-1.2pp | 417.96%-431.4pp |
| Employer contribution / active EE | $2,464 | $3,462-28.8% | $2,921-15.6% | $4,740-48.0% |
| Participant deferral / active EE | $4,758 | $5,216-8.8% | $4,564+4.2% | $6,400-25.7% |
| Admin fee / account holder | $743 | $13,938-94.7% | $8,445-91.2% | $11,426-93.5% |