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 | $92,457 | $61,660+49.9% | $80,019+15.5% | $64,186+44.0% |
| Participation rate | 61.5% | 71.7%-10.2pp | 75.8%-14.3pp | 69.6%-8.0pp |
| Annual return | -5.38% | -0.33%-5.1pp | 11.22%-16.6pp | 7.63%-13.0pp |
| Employer contribution / active EE | $492 | $1,810-72.8% | $2,468-80.0% | $2,381-79.3% |
| Participant deferral / active EE | $1,459 | $2,968-50.8% | $3,686-60.4% | $3,470-58.0% |
| Admin fee / account holder | $786 | $5,417-85.5% | $6,521-87.9% | $4,888-83.9% |