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 | $34,987 | $66,764-47.6% | $88,497-60.5% | $62,891-44.4% |
| Participation rate | 30.0% | 77.3%-47.3pp | 82.4%-52.4pp | 69.3%-39.3pp |
| Annual return | 8.68% | 10.37%-1.7pp | 7.63%+1.0pp | 20.14%-11.5pp |
| Employer contribution / active EE | $2,324 | $3,077-24.5% | $4,036-42.4% | $2,281+1.9% |
| Participant deferral / active EE | $2,790 | $3,976-29.8% | $4,899-43.0% | $3,203-12.9% |
| Admin fee / account holder | $1,152 | $4,668-75.3% | $6,220-81.5% | $4,296-73.2% |