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 | $47,191 | $52,681-10.4% | $75,781-37.7% | $59,632-20.9% |
| Participation rate | 55.2% | 67.2%-12.1pp | 75.8%-20.6pp | 68.7%-13.5pp |
| Annual return | 2.48% | 2.95%-0.5pp | 9.68%-7.2pp | 2041.28%-2038.8pp |
| Employer contribution / active EE | $775 | $2,193-64.7% | $3,323-76.7% | $2,203-64.8% |
| Participant deferral / active EE | $1,748 | $2,591-32.5% | $3,651-52.1% | $3,192-45.2% |
| Admin fee / account holder | $3,980 | $3,610+10.3% | $5,299-24.9% | $4,297-7.4% |