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 | $84,036 | $50,958+64.9% | $74,550+12.7% | $64,186+30.9% |
| Participation rate | 58.8% | 61.1%-2.2pp | 69.1%-10.3pp | 69.6%-10.7pp |
| Annual return | -5.95% | -1.86%-4.1pp | 32.53%-38.5pp | 7.63%-13.6pp |
| Employer contribution / active EE | $585 | $1,115-47.5% | $1,961-70.1% | $2,381-75.4% |
| Participant deferral / active EE | $3,666 | $2,301+59.3% | $3,108+17.9% | $3,470+5.7% |
| Admin fee / account holder | $3,407 | $4,223-19.3% | $5,060-32.7% | $4,888-30.3% |