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 7-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 | $120,405 | $105,860+13.7% | $90,749+32.7% | $134,475-10.5% |
| Participation rate | 58.3% | 78.2%-19.9pp | 75.7%-17.4pp | 81.2%-22.9pp |
| Annual return | -11.64% | -11.01%-0.6pp | -12.16%+0.5pp | 417.96%-429.6pp |
| Employer contribution / active EE | $955 | $3,462-72.4% | $2,921-67.3% | $4,740-79.8% |
| Participant deferral / active EE | $4,463 | $5,216-14.4% | $4,564-2.2% | $6,400-30.3% |
| Admin fee / account holder | $9,660 | $13,938-30.7% | $8,445+14.4% | $11,426-15.5% |