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 | $59,473 | $61,660-3.5% | $80,019-25.7% | $64,186-7.3% |
| Participation rate | 66.7% | 71.7%-5.0pp | 75.8%-9.2pp | 69.6%-2.9pp |
| Annual return | -6.13% | -0.33%-5.8pp | 11.22%-17.3pp | 7.63%-13.8pp |
| Employer contribution / active EE | $386 | $1,810-78.7% | $2,468-84.4% | $2,381-83.8% |
| Participant deferral / active EE | $2,285 | $2,968-23.0% | $3,686-38.0% | $3,470-34.2% |
| Admin fee / account holder | $1,226 | $5,417-77.4% | $6,521-81.2% | $4,888-74.9% |