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 | $43,712 | $43,7230% | $121,196-63.9% | $64,186-31.9% |
| Participation rate | 62.3% | 58.3%+4.0pp | 71.7%-9.4pp | 69.6%-7.2pp |
| Annual return | -3.66% | 68.91%-72.6pp | 16.93%-20.6pp | 7.63%-11.3pp |
| Employer contribution / active EE | $804 | $1,296-38.0% | $4,022-80.0% | $2,381-66.2% |
| Participant deferral / active EE | $1,542 | $2,280-32.4% | $3,344-53.9% | $3,470-55.5% |
| Admin fee / account holder | $4,936 | $3,501+41.0% | $5,019-1.7% | $4,888+1.0% |