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 | $61,429 | $56,484+8.8% | $169,463-63.8% | $64,186-4.3% |
| Participation rate | 48.6% | 64.5%-15.9pp | 77.8%-29.1pp | 69.6%-20.9pp |
| Annual return | -5.58% | -1.55%-4.0pp | 1.83%-7.4pp | 7.63%-13.2pp |
| Employer contribution / active EE | $1,022 | $1,832-44.2% | $4,159-75.4% | $2,381-57.1% |
| Participant deferral / active EE | $1,867 | $3,448-45.9% | $5,277-64.6% | $3,470-46.2% |
| Admin fee / account holder | $951 | $4,174-77.2% | $9,109-89.6% | $4,888-80.5% |