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 | $91,935 | $93,024-1.2% | $77,024+19.4% | $134,475-31.6% |
| Participation rate | 64.3% | 74.5%-10.2pp | 67.9%-3.6pp | 81.2%-16.9pp |
| Annual return | -14.09% | 62.60%-76.7pp | 42.32%-56.4pp | 417.96%-432.1pp |
| Employer contribution / active EE | $1,254 | $3,418-63.3% | $2,812-55.4% | $4,740-73.5% |
| Participant deferral / active EE | $4,406 | $5,238-15.9% | $4,426-0.5% | $6,400-31.2% |
| Admin fee / account holder | $7,715 | $6,944+11.1% | $5,425+42.2% | $11,426-32.5% |