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 | $88,937 | $61,660+44.2% | $80,019+11.1% | $64,186+38.6% |
| Participation rate | 57.6% | 71.7%-14.1pp | 75.8%-18.3pp | 69.6%-12.0pp |
| Annual return | -6.63% | -0.33%-6.3pp | 11.22%-17.9pp | 7.63%-14.3pp |
| Employer contribution / active EE | $1,139 | $1,810-37.1% | $2,468-53.8% | $2,381-52.2% |
| Participant deferral / active EE | $2,703 | $2,968-8.9% | $3,686-26.7% | $3,470-22.1% |
| Admin fee / account holder | $460 | $5,417-91.5% | $6,521-92.9% | $4,888-90.6% |