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 | $72,519 | $69,977+3.6% | $108,579-33.2% | $62,891+15.3% |
| Participation rate | 55.3% | 72.9%-17.6pp | 79.6%-24.3pp | 69.3%-14.0pp |
| Annual return | 8.64% | 10.73%-2.1pp | -51.70%+60.3pp | 20.14%-11.5pp |
| Employer contribution / active EE | $1,004 | $2,135-53.0% | $3,758-73.3% | $2,281-56.0% |
| Participant deferral / active EE | $1,935 | $3,165-38.9% | $4,311-55.1% | $3,203-39.6% |
| Admin fee / account holder | $521 | $5,076-89.7% | $7,645-93.2% | $4,296-87.9% |