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 | $83,302 | $56,484+47.5% | $169,463-50.8% | $64,186+29.8% |
| Participation rate | 62.2% | 64.5%-2.3pp | 77.8%-15.6pp | 69.6%-7.3pp |
| Annual return | -6.00% | -1.55%-4.4pp | 1.83%-7.8pp | 7.63%-13.6pp |
| Employer contribution / active EE | $1,184 | $1,832-35.4% | $4,159-71.5% | $2,381-50.3% |
| Participant deferral / active EE | $3,532 | $3,448+2.4% | $5,277-33.1% | $3,470+1.8% |
| Admin fee / account holder | $3,259 | $4,174-21.9% | $9,109-64.2% | $4,888-33.3% |