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 | $19,024 | $48,076-60.4% | $78,689-75.8% | $62,891-69.8% |
| Participation rate | 34.9% | 65.2%-30.3pp | 73.6%-38.7pp | 69.3%-34.4pp |
| Annual return | 4.95% | 31.35%-26.4pp | 62.18%-57.2pp | 20.14%-15.2pp |
| Employer contribution / active EE | $601 | $2,015-70.2% | $2,851-78.9% | $2,281-73.6% |
| Participant deferral / active EE | $934 | $2,588-63.9% | $3,517-73.5% | $3,203-70.9% |
| Admin fee / account holder | $3,116 | $3,207-2.8% | $4,510-30.9% | $4,296-27.5% |