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 | $61,828 | $52,836+17.0% | $105,738-41.5% | $64,186-3.7% |
| Participation rate | 61.1% | 66.5%-5.4pp | 76.3%-15.2pp | 69.6%-8.5pp |
| Annual return | -4.84% | 14.30%-19.1pp | 6.27%-11.1pp | 7.63%-12.5pp |
| Employer contribution / active EE | $1,473 | $1,827-19.4% | $3,268-54.9% | $2,381-38.1% |
| Participant deferral / active EE | $3,416 | $2,545+34.2% | $4,080-16.3% | $3,470-1.5% |
| Admin fee / account holder | $1,801 | $3,959-54.5% | $6,913-73.9% | $4,888-63.2% |