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 | $34,359 | $55,371-37.9% | $95,585-64.1% | $74,304-53.8% |
| Participation rate | 27.4% | 53.8%-26.4pp | 72.1%-44.7pp | 60.3%-32.9pp |
| Annual return | 14.52% | 24.26%-9.7pp | 38.56%-24.0pp | 29.43%-14.9pp |
| Employer contribution / active EE | $613 | $1,437-57.3% | $2,527-75.7% | $2,241-72.6% |
| Participant deferral / active EE | $1,379 | $2,955-53.3% | $4,023-65.7% | $3,767-63.4% |
| Admin fee / account holder | $4,642 | $2,620+77.2% | $6,127-24.2% | $2,969+56.4% |