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 | $73,403 | $52,836+38.9% | $105,738-30.6% | $64,186+14.4% |
| Participation rate | 48.0% | 66.5%-18.5pp | 76.3%-28.3pp | 69.6%-21.6pp |
| Annual return | -7.14% | 14.30%-21.4pp | 6.27%-13.4pp | 7.63%-14.8pp |
| Employer contribution / active EE | $1,149 | $1,827-37.1% | $3,268-64.8% | $2,381-51.7% |
| Participant deferral / active EE | $2,477 | $2,545-2.7% | $4,080-39.3% | $3,470-28.6% |
| Admin fee / account holder | $4,932 | $3,959+24.6% | $6,913-28.7% | $4,888+0.9% |