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 9-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 | $65,073 | $43,327+50.2% | $59,878+8.7% | $64,186+1.4% |
| Participation rate | 33.3% | 69.2%-35.8pp | 74.7%-41.4pp | 69.6%-36.2pp |
| Annual return | 0.86% | -1.55%+2.4pp | 3.46%-2.6pp | 7.63%-6.8pp |
| Employer contribution / active EE | $2,451 | $2,028+20.8% | $2,722-9.9% | $2,381+3.0% |
| Participant deferral / active EE | $3,680 | $2,546+44.5% | $3,402+8.2% | $3,470+6.1% |
| Admin fee / account holder | $18,355 | $3,005+510.8% | $3,590+411.3% | $4,888+275.5% |