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 | $48,851 | $70,606-30.8% | $53,898-9.4% | $142,382-65.7% |
| Participation rate | 38.1% | 63.7%-25.6pp | 55.0%-16.9pp | 80.1%-42.0pp |
| Annual return | 15.21% | 619.81%-604.6pp | 528.60%-513.4pp | 217.08%-201.9pp |
| Employer contribution / active EE | $1,015 | $1,202-15.5% | $932+8.9% | $4,299-76.4% |
| Participant deferral / active EE | $3,389 | $2,364+43.4% | $1,826+85.6% | $6,507-47.9% |
| Admin fee / account holder | $5,466 | $2,852+91.7% | $2,491+119.4% | $12,624-56.7% |