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 | $95,933 | $91,911+4.4% | $68,793+39.5% | $135,375-29.1% |
| Participation rate | 40.0% | 76.7%-36.7pp | 72.2%-32.2pp | 82.6%-42.6pp |
| Annual return | -6.03% | -8.22%+2.2pp | -4.63%-1.4pp | 519.73%-525.8pp |
| Employer contribution / active EE | $885 | $3,924-77.5% | $2,625-66.3% | $4,779-81.5% |
| Participant deferral / active EE | $2,092 | $4,315-51.5% | $3,311-36.8% | $5,609-62.7% |
| Admin fee / account holder | $2,534 | $9,240-72.6% | $5,131-50.6% | $10,827-76.6% |