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 | $68,631 | $77,813-11.8% | $123,544-44.4% | $64,186+6.9% |
| Participation rate | 54.6% | 74.7%-20.1pp | 82.3%-27.7pp | 69.6%-14.9pp |
| Annual return | -4.99% | 12.48%-17.5pp | 119.20%-124.2pp | 7.63%-12.6pp |
| Employer contribution / active EE | $2,034 | $3,014-32.5% | $4,628-56.1% | $2,381-14.6% |
| Participant deferral / active EE | $3,632 | $5,240-30.7% | $6,426-43.5% | $3,470+4.7% |
| Admin fee / account holder | $1,324 | $5,519-76.0% | $9,284-85.7% | $4,888-72.9% |