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 8-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 | $34,010 | $60,022-43.3% | $88,946-61.8% | $84,808-59.9% |
| Participation rate | 28.0% | 57.8%-29.8pp | 68.8%-40.8pp | 68.3%-40.3pp |
| Annual return | 29.68% | 22.43%+7.3pp | 57.82%-28.1pp | 40.90%-11.2pp |
| Employer contribution / active EE | $435 | $1,703-74.4% | $2,555-83.0% | $2,631-83.5% |
| Participant deferral / active EE | $947 | $3,114-69.6% | $4,581-79.3% | $4,212-77.5% |
| Admin fee / account holder | $5,108 | $4,811+6.2% | $8,261-38.2% | $7,344-30.4% |