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 | $39,757 | $30,400+30.8% | $53,898-26.2% | $84,808-53.1% |
| Participation rate | 17.1% | 46.4%-29.3pp | 55.0%-37.9pp | 68.3%-51.2pp |
| Annual return | 20.62% | 500.19%-479.6pp | 528.60%-508.0pp | 40.90%-20.3pp |
| Employer contribution / active EE | $445 | $603-26.2% | $932-52.3% | $2,631-83.1% |
| Participant deferral / active EE | $953 | $1,199-20.5% | $1,826-47.8% | $4,212-77.4% |
| Admin fee / account holder | $1,400 | $1,993-29.8% | $2,491-43.8% | $7,344-80.9% |