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 | $56,644 | $77,813-27.2% | $123,544-54.2% | $64,186-11.7% |
| Participation rate | 64.5% | 74.7%-10.2pp | 82.3%-17.8pp | 69.6%-5.1pp |
| Annual return | -5.08% | 12.48%-17.6pp | 119.20%-124.3pp | 7.63%-12.7pp |
| Employer contribution / active EE | $2,362 | $3,014-21.6% | $4,628-49.0% | $2,381-0.8% |
| Participant deferral / active EE | $3,619 | $5,240-30.9% | $6,426-43.7% | $3,470+4.3% |
| Admin fee / account holder | $2,464 | $5,519-55.3% | $9,284-73.5% | $4,888-49.6% |