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 | $69,765 | $50,958+36.9% | $74,550-6.4% | $64,186+8.7% |
| Participation rate | 62.5% | 61.1%+1.4pp | 69.1%-6.6pp | 69.6%-7.1pp |
| Annual return | -4.34% | -1.86%-2.5pp | 32.53%-36.9pp | 7.63%-12.0pp |
| Employer contribution / active EE | $1,196 | $1,115+7.2% | $1,961-39.0% | $2,381-49.8% |
| Participant deferral / active EE | $1,587 | $2,301-31.0% | $3,108-48.9% | $3,470-54.3% |
| Admin fee / account holder | $5,296 | $4,223+25.4% | $5,060+4.7% | $4,888+8.3% |