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 | $32,539 | $49,280-34.0% | $67,313-51.7% | $64,186-49.3% |
| Participation rate | 59.8% | 60.8%-1.0pp | 69.1%-9.3pp | 69.6%-9.8pp |
| Annual return | 7.65% | -1.39%+9.0pp | -4.08%+11.7pp | 7.63%0pp |
| Employer contribution / active EE | $815 | $1,668-51.1% | $2,566-68.2% | $2,381-65.8% |
| Participant deferral / active EE | $1,695 | $2,484-31.8% | $3,568-52.5% | $3,470-51.1% |
| Admin fee / account holder | $4,773 | $3,863+23.6% | $4,507+5.9% | $4,888-2.4% |