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 9-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 | $42,169 | $53,596-21.3% | $90,645-53.5% | $64,186-34.3% |
| Participation rate | 35.7% | 64.5%-28.8pp | 74.0%-38.3pp | 69.6%-33.9pp |
| Annual return | 4.42% | 4.41%0pp | 1.88%+2.5pp | 7.63%-3.2pp |
| Employer contribution / active EE | $356 | $1,503-76.3% | $2,532-85.9% | $2,381-85.0% |
| Participant deferral / active EE | $1,125 | $2,459-54.2% | $3,425-67.2% | $3,470-67.6% |
| Admin fee / account holder | $394 | $3,868-89.8% | $4,994-92.1% | $4,888-91.9% |