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 | $129,349 | $93,024+39.0% | $77,024+67.9% | $134,475-3.8% |
| Participation rate | 33.3% | 74.5%-41.1pp | 67.9%-34.6pp | 81.2%-47.9pp |
| Annual return | -17.88% | 62.60%-80.5pp | 42.32%-60.2pp | 417.96%-435.8pp |
| Employer contribution / active EE | $896 | $3,418-73.8% | $2,812-68.1% | $4,740-81.1% |
| Participant deferral / active EE | $3,075 | $5,238-41.3% | $4,426-30.5% | $6,400-52.0% |
| Admin fee / account holder | $3,434 | $6,944-50.6% | $5,425-36.7% | $11,426-69.9% |