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 | $63,389 | $54,726+15.8% | $68,793-7.9% | $64,186-1.2% |
| Participation rate | 66.0% | 68.0%-2.0pp | 72.2%-6.2pp | 69.6%-3.6pp |
| Annual return | -7.83% | -1.62%-6.2pp | -4.63%-3.2pp | 7.63%-15.5pp |
| Employer contribution / active EE | $729 | $1,846-60.5% | $2,625-72.2% | $2,381-69.4% |
| Participant deferral / active EE | $3,780 | $2,626+43.9% | $3,311+14.2% | $3,470+8.9% |
| Admin fee / account holder | $1,173 | $4,027-70.9% | $5,131-77.1% | $4,888-76.0% |