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 | $64,834 | $58,577+10.7% | $83,333-22.2% | $64,186+1.0% |
| Participation rate | 66.1% | 72.0%-5.9pp | 77.8%-11.7pp | 69.6%-3.5pp |
| Annual return | -5.05% | 9.65%-14.7pp | 10.63%-15.7pp | 7.63%-12.7pp |
| Employer contribution / active EE | $281 | $2,098-86.6% | $3,379-91.7% | $2,381-88.2% |
| Participant deferral / active EE | $4,951 | $4,654+6.4% | $5,565-11.0% | $3,470+42.7% |
| Admin fee / account holder | $3,064 | $9,275-67.0% | $7,510-59.2% | $4,888-37.3% |