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 | $70,776 | $50,958+38.9% | $74,550-5.1% | $64,186+10.3% |
| Participation rate | 63.9% | 61.1%+2.8pp | 69.1%-5.3pp | 69.6%-5.7pp |
| Annual return | -0.35% | -1.86%+1.5pp | 32.53%-32.9pp | 7.63%-8.0pp |
| Employer contribution / active EE | $677 | $1,115-39.3% | $1,961-65.5% | $2,381-71.6% |
| Participant deferral / active EE | $1,810 | $2,301-21.4% | $3,108-41.8% | $3,470-47.8% |
| Admin fee / account holder | $531 | $4,223-87.4% | $5,060-89.5% | $4,888-89.1% |