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 | $38,820 | $52,681-26.3% | $75,781-48.8% | $59,632-34.9% |
| Participation rate | 45.8% | 67.2%-21.4pp | 75.8%-30.0pp | 68.7%-22.8pp |
| Annual return | 2.88% | 2.95%-0.1pp | 9.68%-6.8pp | 2041.28%-2038.4pp |
| Employer contribution / active EE | $1,277 | $2,193-41.8% | $3,323-61.6% | $2,203-42.0% |
| Participant deferral / active EE | $1,982 | $2,591-23.5% | $3,651-45.7% | $3,192-37.9% |
| Admin fee / account holder | $7,573 | $3,610+109.8% | $5,299+42.9% | $4,297+76.3% |