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 | $117,123 | $93,024+25.9% | $77,024+52.1% | $134,475-12.9% |
| Participation rate | 15.0% | 74.5%-59.5pp | 67.9%-52.9pp | 81.2%-66.2pp |
| Annual return | -16.48% | 62.60%-79.1pp | 42.32%-58.8pp | 417.96%-434.4pp |
| Employer contribution / active EE | $533 | $3,418-84.4% | $2,812-81.0% | $4,740-88.8% |
| Participant deferral / active EE | $2,865 | $5,238-45.3% | $4,426-35.3% | $6,400-55.2% |
| Admin fee / account holder | $1,019 | $6,944-85.3% | $5,425-81.2% | $11,426-91.1% |