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 | $47,299 | $50,958-7.2% | $74,550-36.6% | $64,186-26.3% |
| Participation rate | 55.9% | 61.1%-5.2pp | 69.1%-13.3pp | 69.6%-13.7pp |
| Annual return | 0.95% | -1.86%+2.8pp | 32.53%-31.6pp | 7.63%-6.7pp |
| Employer contribution / active EE | $1,220 | $1,115+9.4% | $1,961-37.8% | $2,381-48.7% |
| Participant deferral / active EE | $2,140 | $2,301-7.0% | $3,108-31.1% | $3,470-38.3% |
| Admin fee / account holder | $3,885 | $4,223-8.0% | $5,060-23.2% | $4,888-20.5% |