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 6-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 | $74,895 | $62,586+19.7% | $76,768-2.4% | $64,186+16.7% |
| Participation rate | 41.0% | 72.8%-31.8pp | 77.0%-36.0pp | 69.6%-28.6pp |
| Annual return | -6.38% | -1.95%-4.4pp | 2.43%-8.8pp | 7.63%-14.0pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,040 | $3,145-35.1% | $3,852-47.0% | $3,470-41.2% |
| Admin fee / account holder | $6,790 | $4,667+45.5% | $6,675+1.7% | $4,888+38.9% |