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 | $68,042 | $49,280+38.1% | $67,313+1.1% | $64,186+6.0% |
| Participation rate | 67.1% | 60.8%+6.3pp | 69.1%-2.0pp | 69.6%-2.5pp |
| Annual return | -4.21% | -1.39%-2.8pp | -4.08%-0.1pp | 7.63%-11.8pp |
| Employer contribution / active EE | $468 | $1,668-71.9% | $2,566-81.7% | $2,381-80.3% |
| Participant deferral / active EE | $4,057 | $2,484+63.3% | $3,568+13.7% | $3,470+16.9% |
| Admin fee / account holder | $2,601 | $3,863-32.7% | $4,507-42.3% | $4,888-46.8% |