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 | $68,810 | $62,586+9.9% | $76,768-10.4% | $64,186+7.2% |
| Participation rate | 66.3% | 72.8%-6.6pp | 77.0%-10.7pp | 69.6%-3.3pp |
| Annual return | -5.40% | -1.95%-3.4pp | 2.43%-7.8pp | 7.63%-13.0pp |
| Employer contribution / active EE | $433 | $1,832-76.4% | $2,485-82.6% | $2,381-81.8% |
| Participant deferral / active EE | $2,687 | $3,145-14.5% | $3,852-30.2% | $3,470-22.5% |
| Admin fee / account holder | $8,115 | $4,667+73.9% | $6,675+21.6% | $4,888+66.0% |