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 6-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 | $32,120 | $60,892-47.3% | $82,389-61.0% | $84,808-62.1% |
| Participation rate | 33.8% | 63.3%-29.5pp | 69.5%-35.7pp | 68.3%-34.5pp |
| Annual return | 14.68% | 37.29%-22.6pp | 28.67%-14.0pp | 40.90%-26.2pp |
| Employer contribution / active EE | $467 | $1,779-73.8% | $2,517-81.5% | $2,631-82.3% |
| Participant deferral / active EE | $1,503 | $3,179-52.7% | $4,155-63.8% | $4,212-64.3% |
| Admin fee / account holder | $3,427 | $5,467-37.3% | $7,231-52.6% | $7,344-53.3% |