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 | $68,556 | $73,867-7.2% | $143,757-52.3% | $68,494+0.1% |
| Participation rate | 57.9% | 66.7%-8.8pp | 80.3%-22.4pp | 67.9%-10.0pp |
| Annual return | 17.02% | 1.01%+16.0pp | -0.04%+17.1pp | -7.84%+24.9pp |
| Employer contribution / active EE | $1,924 | $3,184-39.6% | $4,951-61.1% | $2,596-25.9% |
| Participant deferral / active EE | $4,229 | $3,384+25.0% | $5,637-25.0% | $4,027+5.0% |
| Admin fee / account holder | $4,438 | $5,755-22.9% | $14,673-69.8% | $5,403-17.9% |