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 4-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 | $46,023 | $31,310+47.0% | $53,898-14.6% | $74,304-38.1% |
| Participation rate | 3.8% | 30.7%-26.9pp | 55.0%-51.2pp | 60.3%-56.5pp |
| Annual return | 21.48% | 23.16%-1.7pp | 528.60%-507.1pp | 29.43%-7.9pp |
| Employer contribution / active EE | $283 | $450-37.2% | $932-69.7% | $2,241-87.4% |
| Participant deferral / active EE | $1,010 | $934+8.1% | $1,826-44.7% | $3,767-73.2% |
| Admin fee / account holder | $4,108 | $2,175+88.9% | $2,491+64.9% | $2,969+38.4% |