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 | $54,631 | $62,586-12.7% | $76,768-28.8% | $64,186-14.9% |
| Participation rate | 20.0% | 72.8%-52.8pp | 77.0%-57.0pp | 69.6%-49.6pp |
| Annual return | -6.57% | -1.95%-4.6pp | 2.43%-9.0pp | 7.63%-14.2pp |
| Employer contribution / active EE | $736 | $1,832-59.8% | $2,485-70.4% | $2,381-69.1% |
| Participant deferral / active EE | $1,421 | $3,145-54.8% | $3,852-63.1% | $3,470-59.0% |
| Admin fee / account holder | $5,454 | $4,667+16.9% | $6,675-18.3% | $4,888+11.6% |