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 | $105,237 | $93,024+13.1% | $77,024+36.6% | $134,475-21.7% |
| Participation rate | 50.0% | 74.5%-24.5pp | 67.9%-17.9pp | 81.2%-31.2pp |
| Annual return | -10.96% | 62.60%-73.6pp | 42.32%-53.3pp | 417.96%-428.9pp |
| Employer contribution / active EE | $1,320 | $3,418-61.4% | $2,812-53.1% | $4,740-72.1% |
| Participant deferral / active EE | $4,052 | $5,238-22.6% | $4,426-8.5% | $6,400-36.7% |
| Admin fee / account holder | $4,845 | $6,944-30.2% | $5,425-10.7% | $11,426-57.6% |