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 | $69,446 | $62,586+11.0% | $76,768-9.5% | $64,186+8.2% |
| Participation rate | 57.1% | 72.8%-15.7pp | 77.0%-19.8pp | 69.6%-12.4pp |
| Annual return | -4.41% | -1.95%-2.5pp | 2.43%-6.8pp | 7.63%-12.0pp |
| Employer contribution / active EE | $1,048 | $1,832-42.8% | $2,485-57.8% | $2,381-56.0% |
| Participant deferral / active EE | $2,376 | $3,145-24.4% | $3,852-38.3% | $3,470-31.5% |
| Admin fee / account holder | $3,281 | $4,667-29.7% | $6,675-50.9% | $4,888-32.9% |