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 | $55,074 | $50,958+8.1% | $74,550-26.1% | $64,186-14.2% |
| Participation rate | 55.0% | 61.1%-6.1pp | 69.1%-14.1pp | 69.6%-14.6pp |
| Annual return | -7.75% | -1.86%-5.9pp | 32.53%-40.3pp | 7.63%-15.4pp |
| Employer contribution / active EE | $669 | $1,115-40.0% | $1,961-65.9% | $2,381-71.9% |
| Participant deferral / active EE | $3,038 | $2,301+32.0% | $3,108-2.3% | $3,470-12.4% |
| Admin fee / account holder | $1,990 | $4,223-52.9% | $5,060-60.7% | $4,888-59.3% |