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 | $68,851 | $62,586+10.0% | $76,768-10.3% | $64,186+7.3% |
| Participation rate | 54.8% | 72.8%-18.1pp | 77.0%-22.2pp | 69.6%-14.8pp |
| Annual return | -4.16% | -1.95%-2.2pp | 2.43%-6.6pp | 7.63%-11.8pp |
| Employer contribution / active EE | $970 | $1,832-47.1% | $2,485-61.0% | $2,381-59.3% |
| Participant deferral / active EE | $2,342 | $3,145-25.5% | $3,852-39.2% | $3,470-32.5% |
| Admin fee / account holder | $7,939 | $4,667+70.1% | $6,675+18.9% | $4,888+62.4% |