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 | $32,435 | $90,503-64.2% | $78,689-58.8% | $273,961-88.2% |
| Participation rate | 34.8% | 76.5%-41.7pp | 73.6%-38.8pp | 83.0%-48.2pp |
| Annual return | 6.35% | 75.60%-69.3pp | 62.18%-55.8pp | 41.45%-35.1pp |
| Employer contribution / active EE | $482 | $3,176-84.8% | $2,851-83.1% | $4,869-90.1% |
| Participant deferral / active EE | $845 | $3,901-78.3% | $3,517-76.0% | $5,287-84.0% |
| Admin fee / account holder | $5,216 | $5,263-0.9% | $4,510+15.6% | $10,132-48.5% |