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 | $64,070 | $59,805+7.1% | $79,550-19.5% | $68,494-6.5% |
| Participation rate | 68.6% | 61.1%+7.5pp | 69.5%-0.9pp | 67.9%+0.7pp |
| Annual return | 3.75% | -12.30%+16.1pp | 0.16%+3.6pp | -7.84%+11.6pp |
| Employer contribution / active EE | $1,663 | $1,505+10.5% | $2,413-31.1% | $2,596-35.9% |
| Participant deferral / active EE | $3,356 | $3,024+11.0% | $3,985-15.8% | $4,027-16.7% |
| Admin fee / account holder | $1,298 | $4,835-73.2% | $6,832-81.0% | $5,403-76.0% |