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 | $68,518 | $59,805+14.6% | $79,550-13.9% | $68,4940% |
| Participation rate | 61.5% | 61.1%+0.5pp | 69.5%-7.9pp | 67.9%-6.3pp |
| Annual return | -12.74% | -12.30%-0.4pp | 0.16%-12.9pp | -7.84%-4.9pp |
| Employer contribution / active EE | $1,266 | $1,505-15.9% | $2,413-47.5% | $2,596-51.2% |
| Participant deferral / active EE | $4,162 | $3,024+37.6% | $3,985+4.4% | $4,027+3.4% |
| Admin fee / account holder | $3,447 | $4,835-28.7% | $6,832-49.5% | $5,403-36.2% |