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 | $18,627 | $93,024-80.0% | $77,024-75.8% | $134,475-86.1% |
| Participation rate | 62.5% | 74.5%-12.0pp | 67.9%-5.4pp | 81.2%-18.7pp |
| Annual return | -20.27% | 62.60%-82.9pp | 42.32%-62.6pp | 417.96%-438.2pp |
| Employer contribution / active EE | $1,343 | $3,418-60.7% | $2,812-52.3% | $4,740-71.7% |
| Participant deferral / active EE | $7,318 | $5,238+39.7% | $4,426+65.3% | $6,400+14.4% |
| Admin fee / account holder | $7,186 | $6,944+3.5% | $5,425+32.5% | $11,426-37.1% |