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 | $64,217 | $77,813-17.5% | $123,544-48.0% | $64,1860% |
| Participation rate | 62.1% | 74.7%-12.6pp | 82.3%-20.2pp | 69.6%-7.5pp |
| Annual return | -5.35% | 12.48%-17.8pp | 119.20%-124.5pp | 7.63%-13.0pp |
| Employer contribution / active EE | $1,436 | $3,014-52.3% | $4,628-69.0% | $2,381-39.7% |
| Participant deferral / active EE | $4,023 | $5,240-23.2% | $6,426-37.4% | $3,470+16.0% |
| Admin fee / account holder | $2,095 | $5,519-62.0% | $9,284-77.4% | $4,888-57.1% |