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 | $59,054 | $58,577+0.8% | $83,333-29.1% | $64,186-8.0% |
| Participation rate | 69.4% | 72.0%-2.6pp | 77.8%-8.4pp | 69.6%-0.2pp |
| Annual return | -6.07% | 9.65%-15.7pp | 10.63%-16.7pp | 7.63%-13.7pp |
| Employer contribution / active EE | $512 | $2,098-75.6% | $3,379-84.9% | $2,381-78.5% |
| Participant deferral / active EE | $3,170 | $4,654-31.9% | $5,565-43.0% | $3,470-8.6% |
| Admin fee / account holder | $2,659 | $9,275-71.3% | $7,510-64.6% | $4,888-45.6% |