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 | $75,136 | $48,265+55.7% | $68,791+9.2% | $68,494+9.7% |
| Participation rate | 69.0% | 60.7%+8.3pp | 69.0%-0.1pp | 67.9%+1.1pp |
| Annual return | -16.17% | -12.71%-3.5pp | -6.38%-9.8pp | -7.84%-8.3pp |
| Employer contribution / active EE | $2,553 | $1,829+39.6% | $2,655-3.8% | $2,596-1.7% |
| Participant deferral / active EE | $5,410 | $2,867+88.7% | $3,941+37.3% | $4,027+34.3% |
| Admin fee / account holder | $758 | $4,355-82.6% | $4,932-84.6% | $5,403-86.0% |