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 8-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 | $88,718 | $93,024-4.6% | $77,024+15.2% | $134,475-34.0% |
| Participation rate | 60.0% | 74.5%-14.5pp | 67.9%-7.9pp | 81.2%-21.2pp |
| Annual return | -12.38% | 62.60%-75.0pp | 42.32%-54.7pp | 417.96%-430.3pp |
| Employer contribution / active EE | $426 | $3,418-87.5% | $2,812-84.8% | $4,740-91.0% |
| Participant deferral / active EE | $1,410 | $5,238-73.1% | $4,426-68.1% | $6,400-78.0% |
| Admin fee / account holder | $1,595 | $6,944-77.0% | $5,425-70.6% | $11,426-86.0% |