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 | $106,718 | $167,307-36.2% | $143,757-25.8% | $134,475-20.6% |
| Participation rate | 57.1% | 84.8%-27.7pp | 80.3%-23.2pp | 81.2%-24.1pp |
| Annual return | -15.17% | 0.46%-15.6pp | -0.04%-15.1pp | 417.96%-433.1pp |
| Employer contribution / active EE | $2,766 | $5,619-50.8% | $4,951-44.1% | $4,740-41.6% |
| Participant deferral / active EE | $5,880 | $6,446-8.8% | $5,637+4.3% | $6,400-8.1% |
| Admin fee / account holder | $656 | $18,088-96.4% | $14,673-95.5% | $11,426-94.3% |