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 | $71,524 | $53,596+33.5% | $90,645-21.1% | $64,186+11.4% |
| Participation rate | 60.0% | 64.5%-4.5pp | 74.0%-14.0pp | 69.6%-9.6pp |
| Annual return | -5.09% | 4.41%-9.5pp | 1.88%-7.0pp | 7.63%-12.7pp |
| Employer contribution / active EE | $368 | $1,503-75.5% | $2,532-85.5% | $2,381-84.5% |
| Participant deferral / active EE | $2,335 | $2,459-5.0% | $3,425-31.8% | $3,470-32.7% |
| Admin fee / account holder | $29,397 | $3,868+660.0% | $4,994+488.7% | $4,888+501.4% |