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 | $62,616 | $52,836+18.5% | $105,738-40.8% | $64,186-2.4% |
| Participation rate | 59.4% | 66.5%-7.1pp | 76.3%-16.9pp | 69.6%-10.1pp |
| Annual return | -2.81% | 14.30%-17.1pp | 6.27%-9.1pp | 7.63%-10.4pp |
| Employer contribution / active EE | $1,195 | $1,827-34.6% | $3,268-63.4% | $2,381-49.8% |
| Participant deferral / active EE | $3,180 | $2,545+24.9% | $4,080-22.1% | $3,470-8.4% |
| Admin fee / account holder | $10,028 | $3,959+153.3% | $6,913+45.1% | $4,888+105.2% |