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 6-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 | $68,214 | $30,400+124.4% | $53,898+26.6% | $84,808-19.6% |
| Participation rate | 31.6% | 46.4%-14.9pp | 55.0%-23.4pp | 68.3%-36.7pp |
| Annual return | 24.92% | 500.19%-475.3pp | 528.60%-503.7pp | 40.90%-16.0pp |
| Employer contribution / active EE | $587 | $603-2.6% | $932-37.0% | $2,631-77.7% |
| Participant deferral / active EE | $1,904 | $1,199+58.9% | $1,826+4.3% | $4,212-54.8% |
| Admin fee / account holder | $1,882 | $1,993-5.6% | $2,491-24.4% | $7,344-74.4% |