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 | $95,154 | $93,024+2.3% | $77,024+23.5% | $134,475-29.2% |
| Participation rate | 62.5% | 74.5%-12.0pp | 67.9%-5.4pp | 81.2%-18.7pp |
| Annual return | -20.29% | 62.60%-82.9pp | 42.32%-62.6pp | 417.96%-438.3pp |
| Employer contribution / active EE | $993 | $3,418-70.9% | $2,812-64.7% | $4,740-79.0% |
| Participant deferral / active EE | $3,047 | $5,238-41.8% | $4,426-31.2% | $6,400-52.4% |
| Admin fee / account holder | $1,529 | $6,944-78.0% | $5,425-71.8% | $11,426-86.6% |