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 | $62,484 | $61,660+1.3% | $80,019-21.9% | $64,186-2.7% |
| Participation rate | 27.8% | 71.7%-43.9pp | 75.8%-48.1pp | 69.6%-41.8pp |
| Annual return | 7.19% | -0.33%+7.5pp | 11.22%-4.0pp | 7.63%-0.4pp |
| Employer contribution / active EE | $1,108 | $1,810-38.8% | $2,468-55.1% | $2,381-53.4% |
| Participant deferral / active EE | $3,040 | $2,968+2.4% | $3,686-17.5% | $3,470-12.4% |
| Admin fee / account holder | $46,363 | $5,417+755.9% | $6,521+611.0% | $4,888+848.5% |