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 | $49,620 | $43,327+14.5% | $59,878-17.1% | $64,186-22.7% |
| Participation rate | 60.7% | 69.2%-8.5pp | 74.7%-14.0pp | 69.6%-8.9pp |
| Annual return | -5.01% | -1.55%-3.5pp | 3.46%-8.5pp | 7.63%-12.6pp |
| Employer contribution / active EE | $1,092 | $2,028-46.2% | $2,722-59.9% | $2,381-54.1% |
| Participant deferral / active EE | $3,515 | $2,546+38.0% | $3,402+3.3% | $3,470+1.3% |
| Admin fee / account holder | $1,191 | $3,005-60.4% | $3,590-66.8% | $4,888-75.6% |