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 | $62,494 | $61,660+1.4% | $80,019-21.9% | $64,186-2.6% |
| Participation rate | 60.8% | 71.7%-10.9pp | 75.8%-15.0pp | 69.6%-8.8pp |
| Annual return | 2.62% | -0.33%+3.0pp | 11.22%-8.6pp | 7.63%-5.0pp |
| Employer contribution / active EE | $643 | $1,810-64.5% | $2,468-73.9% | $2,381-73.0% |
| Participant deferral / active EE | $2,378 | $2,968-19.9% | $3,686-35.5% | $3,470-31.5% |
| Admin fee / account holder | $3,710 | $5,417-31.5% | $6,521-43.1% | $4,888-24.1% |