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 | $110,415 | $167,307-34.0% | $143,757-23.2% | $134,475-17.9% |
| Participation rate | 63.6% | 84.8%-21.2pp | 80.3%-16.7pp | 81.2%-17.6pp |
| Annual return | -12.72% | 0.46%-13.2pp | -0.04%-12.7pp | 417.96%-430.7pp |
| Employer contribution / active EE | $1,933 | $5,619-65.6% | $4,951-61.0% | $4,740-59.2% |
| Participant deferral / active EE | $7,997 | $6,446+24.1% | $5,637+41.9% | $6,400+25.0% |
| Admin fee / account holder | $30,274 | $18,088+67.4% | $14,673+106.3% | $11,426+165.0% |