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 | $68,523 | $93,024-26.3% | $77,024-11.0% | $134,475-49.0% |
| Participation rate | 66.7% | 74.5%-7.8pp | 67.9%-1.2pp | 81.2%-14.6pp |
| Annual return | -17.87% | 62.60%-80.5pp | 42.32%-60.2pp | 417.96%-435.8pp |
| Employer contribution / active EE | $2,393 | $3,418-30.0% | $2,812-14.9% | $4,740-49.5% |
| Participant deferral / active EE | $4,136 | $5,238-21.0% | $4,426-6.6% | $6,400-35.4% |
| Admin fee / account holder | $4,296 | $6,944-38.1% | $5,425-20.8% | $11,426-62.4% |