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 | $101,647 | $105,860-4.0% | $90,749+12.0% | $134,475-24.4% |
| Participation rate | 53.3% | 78.2%-24.9pp | 75.7%-22.4pp | 81.2%-27.9pp |
| Annual return | -14.30% | -11.01%-3.3pp | -12.16%-2.1pp | 417.96%-432.3pp |
| Employer contribution / active EE | $1,931 | $3,462-44.2% | $2,921-33.9% | $4,740-59.3% |
| Participant deferral / active EE | $2,790 | $5,216-46.5% | $4,564-38.9% | $6,400-56.4% |
| Admin fee / account holder | $771 | $13,938-94.5% | $8,445-90.9% | $11,426-93.2% |