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 | $48,682 | $54,380-10.5% | $68,509-28.9% | $59,632-18.4% |
| Participation rate | 37.8% | 70.2%-32.4pp | 74.7%-36.9pp | 68.7%-30.9pp |
| Annual return | -1.91% | 2.83%-4.7pp | 8.27%-10.2pp | 2041.28%-2043.2pp |
| Employer contribution / active EE | $1,700 | $1,539+10.5% | $2,278-25.4% | $2,203-22.8% |
| Participant deferral / active EE | $2,963 | $2,643+12.1% | $3,382-12.4% | $3,192-7.2% |
| Admin fee / account holder | $1,359 | $3,885-65.0% | $5,275-74.2% | $4,297-68.4% |