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 | $109,955 | $167,307-34.3% | $143,757-23.5% | $134,475-18.2% |
| Participation rate | 60.0% | 84.8%-24.8pp | 80.3%-20.3pp | 81.2%-21.2pp |
| Annual return | -8.52% | 0.46%-9.0pp | -0.04%-8.5pp | 417.96%-426.5pp |
| Employer contribution / active EE | $2,204 | $5,619-60.8% | $4,951-55.5% | $4,740-53.5% |
| Participant deferral / active EE | $6,470 | $6,446+0.4% | $5,637+14.8% | $6,400+1.1% |
| Admin fee / account holder | $4,082 | $18,088-77.4% | $14,673-72.2% | $11,426-64.3% |