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 | $149,067 | $56,484+163.9% | $169,463-12.0% | $64,186+132.2% |
| Participation rate | 61.3% | 64.5%-3.3pp | 77.8%-16.5pp | 69.6%-8.3pp |
| Annual return | -2.66% | -1.55%-1.1pp | 1.83%-4.5pp | 7.63%-10.3pp |
| Employer contribution / active EE | $798 | $1,832-56.4% | $4,159-80.8% | $2,381-66.5% |
| Participant deferral / active EE | $5,247 | $3,448+52.2% | $5,277-0.6% | $3,470+51.2% |
| Admin fee / account holder | $2,011 | $4,174-51.8% | $9,109-77.9% | $4,888-58.9% |