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 | $58,159 | $50,464+15.2% | $75,781-23.3% | $52,331+11.1% |
| Participation rate | 17.9% | 66.8%-48.8pp | 75.8%-57.9pp | 68.1%-50.2pp |
| Annual return | -1.56% | 1.03%-2.6pp | 9.68%-11.2pp | 4.54%-6.1pp |
| Employer contribution / active EE | $384 | $1,988-80.7% | $3,323-88.4% | $1,882-79.6% |
| Participant deferral / active EE | $1,224 | $2,570-52.4% | $3,651-66.5% | $3,022-59.5% |
| Admin fee / account holder | $3,655 | $1,103+231.4% | $5,299-31.0% | $592+517.9% |