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 | $42,277 | $52,681-19.7% | $75,781-44.2% | $59,632-29.1% |
| Participation rate | 53.3% | 67.2%-13.9pp | 75.8%-22.5pp | 68.7%-15.3pp |
| Annual return | 0.02% | 2.95%-2.9pp | 9.68%-9.7pp | 2041.28%-2041.3pp |
| Employer contribution / active EE | $2,272 | $2,193+3.6% | $3,323-31.6% | $2,203+3.2% |
| Participant deferral / active EE | $4,580 | $2,591+76.8% | $3,651+25.4% | $3,192+43.5% |
| Admin fee / account holder | $3,453 | $3,610-4.3% | $5,299-34.8% | $4,297-19.6% |