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 | $50,694 | $52,836-4.1% | $105,738-52.1% | $64,186-21.0% |
| Participation rate | 30.6% | 66.5%-36.0pp | 76.3%-45.8pp | 69.6%-39.0pp |
| Annual return | -5.71% | 14.30%-20.0pp | 6.27%-12.0pp | 7.63%-13.3pp |
| Employer contribution / active EE | $1,414 | $1,827-22.6% | $3,268-56.7% | $2,381-40.6% |
| Participant deferral / active EE | $3,056 | $2,545+20.1% | $4,080-25.1% | $3,470-11.9% |
| Admin fee / account holder | $4,561 | $3,959+15.2% | $6,913-34.0% | $4,888-6.7% |