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 | $79,424 | $53,596+48.2% | $90,645-12.4% | $64,186+23.7% |
| Participation rate | 67.9% | 64.5%+3.3pp | 74.0%-6.2pp | 69.6%-1.7pp |
| Annual return | -6.67% | 4.41%-11.1pp | 1.88%-8.6pp | 7.63%-14.3pp |
| Employer contribution / active EE | $509 | $1,503-66.1% | $2,532-79.9% | $2,381-78.6% |
| Participant deferral / active EE | $2,977 | $2,459+21.1% | $3,425-13.1% | $3,470-14.2% |
| Admin fee / account holder | $7,444 | $3,868+92.5% | $4,994+49.1% | $4,888+52.3% |