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 | $59,898 | $77,813-23.0% | $123,544-51.5% | $64,186-6.7% |
| Participation rate | 66.7% | 74.7%-8.0pp | 82.3%-15.6pp | 69.6%-2.9pp |
| Annual return | 1.76% | 12.48%-10.7pp | 119.20%-117.4pp | 7.63%-5.9pp |
| Employer contribution / active EE | $1,951 | $3,014-35.3% | $4,628-57.8% | $2,381-18.1% |
| Participant deferral / active EE | $3,660 | $5,240-30.1% | $6,426-43.0% | $3,470+5.5% |
| Admin fee / account holder | $1,670 | $5,519-69.7% | $9,284-82.0% | $4,888-65.8% |