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 | $101,416 | $93,024+9.0% | $77,024+31.7% | $134,475-24.6% |
| Participation rate | 66.7% | 74.5%-7.8pp | 67.9%-1.2pp | 81.2%-14.6pp |
| Annual return | -18.93% | 62.60%-81.5pp | 42.32%-61.2pp | 417.96%-436.9pp |
| Employer contribution / active EE | $1,555 | $3,418-54.5% | $2,812-44.7% | $4,740-67.2% |
| Participant deferral / active EE | $11,768 | $5,238+124.7% | $4,426+165.9% | $6,400+83.9% |
| Admin fee / account holder | $1,165 | $6,944-83.2% | $5,425-78.5% | $11,426-89.8% |