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 | $55,903 | $52,681+6.1% | $75,781-26.2% | $59,632-6.3% |
| Participation rate | 46.2% | 67.2%-21.0pp | 75.8%-29.6pp | 68.7%-22.4pp |
| Annual return | 1.16% | 2.95%-1.8pp | 9.68%-8.5pp | 2041.28%-2040.1pp |
| Employer contribution / active EE | $596 | $2,193-72.8% | $3,323-82.1% | $2,203-72.9% |
| Participant deferral / active EE | $2,980 | $2,591+15.0% | $3,651-18.4% | $3,192-6.6% |
| Admin fee / account holder | $2,700 | $3,610-25.2% | $5,299-49.0% | $4,297-37.2% |