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 | $110,191 | $93,024+18.5% | $77,024+43.1% | $134,475-18.1% |
| Participation rate | 63.6% | 74.5%-10.8pp | 67.9%-4.3pp | 81.2%-17.6pp |
| Annual return | -18.04% | 62.60%-80.6pp | 42.32%-60.4pp | 417.96%-436.0pp |
| Employer contribution / active EE | $1,799 | $3,418-47.4% | $2,812-36.0% | $4,740-62.0% |
| Participant deferral / active EE | $4,501 | $5,238-14.1% | $4,426+1.7% | $6,400-29.7% |
| Admin fee / account holder | $849 | $6,944-87.8% | $5,425-84.3% | $11,426-92.6% |