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 | $55,442 | $30,400+82.4% | $53,898+2.9% | $84,808-34.6% |
| Participation rate | 46.9% | 46.4%+0.4pp | 55.0%-8.1pp | 68.3%-21.4pp |
| Annual return | 14.58% | 500.19%-485.6pp | 528.60%-514.0pp | 40.90%-26.3pp |
| Employer contribution / active EE | $198 | $603-67.1% | $932-78.8% | $2,631-92.5% |
| Participant deferral / active EE | $2,150 | $1,199+79.4% | $1,826+17.7% | $4,212-49.0% |
| Admin fee / account holder | $876 | $1,993-56.0% | $2,491-64.8% | $7,344-88.1% |