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 | $54,891 | $50,958+7.7% | $74,550-26.4% | $64,186-14.5% |
| Participation rate | 61.0% | 61.1%0pp | 69.1%-8.1pp | 69.6%-8.6pp |
| Annual return | -6.14% | -1.86%-4.3pp | 32.53%-38.7pp | 7.63%-13.8pp |
| Employer contribution / active EE | $871 | $1,115-21.9% | $1,961-55.6% | $2,381-63.4% |
| Participant deferral / active EE | $2,665 | $2,301+15.8% | $3,108-14.3% | $3,470-23.2% |
| Admin fee / account holder | $5,397 | $4,223+27.8% | $5,060+6.7% | $4,888+10.4% |