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 | $99,082 | $56,484+75.4% | $169,463-41.5% | $64,186+54.4% |
| Participation rate | 62.5% | 64.5%-2.0pp | 77.8%-15.3pp | 69.6%-7.1pp |
| Annual return | -5.98% | -1.55%-4.4pp | 1.83%-7.8pp | 7.63%-13.6pp |
| Employer contribution / active EE | $1,060 | $1,832-42.2% | $4,159-74.5% | $2,381-55.5% |
| Participant deferral / active EE | $4,602 | $3,448+33.5% | $5,277-12.8% | $3,470+32.7% |
| Admin fee / account holder | $4,021 | $4,174-3.7% | $9,109-55.9% | $4,888-17.7% |