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 | $56,843 | $30,400+87.0% | $53,898+5.5% | $84,808-33.0% |
| Participation rate | 32.0% | 46.4%-14.4pp | 55.0%-23.0pp | 68.3%-36.3pp |
| Annual return | 14.71% | 500.19%-485.5pp | 528.60%-513.9pp | 40.90%-26.2pp |
| Employer contribution / active EE | $949 | $603+57.5% | $932+1.8% | $2,631-63.9% |
| Participant deferral / active EE | $1,670 | $1,199+39.3% | $1,826-8.6% | $4,212-60.3% |
| Admin fee / account holder | $351 | $1,993-82.4% | $2,491-85.9% | $7,344-95.2% |