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 | $80,401 | $56,484+42.3% | $169,463-52.6% | $64,186+25.3% |
| Participation rate | 68.6% | 64.5%+4.0pp | 77.8%-9.2pp | 69.6%-1.0pp |
| Annual return | 1.85% | -1.55%+3.4pp | 1.83%0pp | 7.63%-5.8pp |
| Employer contribution / active EE | $2,120 | $1,832+15.7% | $4,159-49.0% | $2,381-10.9% |
| Participant deferral / active EE | $4,366 | $3,448+26.6% | $5,277-17.3% | $3,470+25.8% |
| Admin fee / account holder | $1,331 | $4,174-68.1% | $9,109-85.4% | $4,888-72.8% |