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 | $34,787 | $64,480-46.0% | $81,382-57.3% | $80,856-57.0% |
| Participation rate | 45.1% | 63.9%-18.8pp | 69.5%-24.4pp | 67.6%-22.5pp |
| Annual return | 11.80% | 16.34%-4.5pp | 24.73%-12.9pp | 35.59%-23.8pp |
| Employer contribution / active EE | $1,920 | $1,978-3.0% | $2,463-22.1% | $2,755-30.3% |
| Participant deferral / active EE | $3,752 | $3,094+21.3% | $3,883-3.4% | $4,296-12.7% |
| Admin fee / account holder | $3,618 | $5,671-36.2% | $5,768-37.3% | $6,918-47.7% |