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 6-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 | $87,291 | $129,942-32.8% | $104,294-16.3% | $134,475-35.1% |
| Participation rate | 64.7% | 79.5%-14.8pp | 73.3%-8.6pp | 81.2%-16.5pp |
| Annual return | -12.12% | 42.03%-54.2pp | 24.61%-36.7pp | 417.96%-430.1pp |
| Employer contribution / active EE | $1,038 | $4,184-75.2% | $3,372-69.2% | $4,740-78.1% |
| Participant deferral / active EE | $2,724 | $5,588-51.2% | $4,625-41.1% | $6,400-57.4% |
| Admin fee / account holder | $7,478 | $9,323-19.8% | $7,339+1.9% | $11,426-34.6% |