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 | $63,763 | $62,586+1.9% | $76,768-16.9% | $64,186-0.7% |
| Participation rate | 69.4% | 72.8%-3.4pp | 77.0%-7.5pp | 69.6%-0.1pp |
| Annual return | -4.43% | -1.95%-2.5pp | 2.43%-6.9pp | 7.63%-12.1pp |
| Employer contribution / active EE | $650 | $1,832-64.5% | $2,485-73.9% | $2,381-72.7% |
| Participant deferral / active EE | $2,581 | $3,145-17.9% | $3,852-33.0% | $3,470-25.6% |
| Admin fee / account holder | $606 | $4,667-87.0% | $6,675-90.9% | $4,888-87.6% |