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 | $42,347 | $30,400+39.3% | $53,898-21.4% | $84,808-50.1% |
| Participation rate | 42.4% | 46.4%-4.1pp | 55.0%-12.6pp | 68.3%-25.9pp |
| Annual return | 18.68% | 500.19%-481.5pp | 528.60%-509.9pp | 40.90%-22.2pp |
| Employer contribution / active EE | $1,447 | $603+140.2% | $932+55.3% | $2,631-45.0% |
| Participant deferral / active EE | $2,471 | $1,199+106.1% | $1,826+35.3% | $4,212-41.3% |
| Admin fee / account holder | $4,495 | $1,993+125.5% | $2,491+80.5% | $7,344-38.8% |