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 | $90,082 | $62,586+43.9% | $76,768+17.3% | $64,186+40.3% |
| Participation rate | 59.6% | 72.8%-13.2pp | 77.0%-17.3pp | 69.6%-9.9pp |
| Annual return | -5.17% | -1.95%-3.2pp | 2.43%-7.6pp | 7.63%-12.8pp |
| Employer contribution / active EE | $1,974 | $1,832+7.8% | $2,485-20.6% | $2,381-17.1% |
| Participant deferral / active EE | $3,478 | $3,145+10.6% | $3,852-9.7% | $3,470+0.2% |
| Admin fee / account holder | $3,894 | $4,667-16.6% | $6,675-41.7% | $4,888-20.3% |