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 | $67,016 | $54,726+22.5% | $68,793-2.6% | $64,186+4.4% |
| Participation rate | 16.0% | 68.0%-52.0pp | 72.2%-56.2pp | 69.6%-53.5pp |
| Annual return | -6.35% | -1.62%-4.7pp | -4.63%-1.7pp | 7.63%-14.0pp |
| Employer contribution / active EE | $797 | $1,846-56.8% | $2,625-69.6% | $2,381-66.5% |
| Participant deferral / active EE | $1,594 | $2,626-39.3% | $3,311-51.8% | $3,470-54.0% |
| Admin fee / account holder | $2,708 | $4,027-32.8% | $5,131-47.2% | $4,888-44.6% |