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 9-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 | $64,303 | $56,484+13.8% | $169,463-62.1% | $64,186+0.2% |
| Participation rate | 65.5% | 64.5%+1.0pp | 77.8%-12.3pp | 69.6%-4.1pp |
| Annual return | -6.78% | -1.55%-5.2pp | 1.83%-8.6pp | 7.63%-14.4pp |
| Employer contribution / active EE | $2,016 | $1,832+10.0% | $4,159-51.5% | $2,381-15.3% |
| Participant deferral / active EE | $4,851 | $3,448+40.7% | $5,277-8.1% | $3,470+39.8% |
| Admin fee / account holder | $2,166 | $4,174-48.1% | $9,109-76.2% | $4,888-55.7% |