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 | $66,310 | $50,958+30.1% | $74,550-11.1% | $64,186+3.3% |
| Participation rate | 57.8% | 61.1%-3.3pp | 69.1%-11.4pp | 69.6%-11.8pp |
| Annual return | -5.98% | -1.86%-4.1pp | 32.53%-38.5pp | 7.63%-13.6pp |
| Employer contribution / active EE | $3,140 | $1,115+181.6% | $1,961+60.1% | $2,381+31.9% |
| Participant deferral / active EE | $2,719 | $2,301+18.2% | $3,108-12.5% | $3,470-21.6% |
| Admin fee / account holder | $1,102 | $4,223-73.9% | $5,060-78.2% | $4,888-77.5% |