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 | $95,759 | $30,400+215.0% | $53,898+77.7% | $84,808+12.9% |
| Participation rate | 25.4% | 46.4%-21.0pp | 55.0%-29.5pp | 68.3%-42.9pp |
| Annual return | 15.72% | 500.19%-484.5pp | 528.60%-512.9pp | 40.90%-25.2pp |
| Employer contribution / active EE | $591 | $603-2.0% | $932-36.6% | $2,631-77.5% |
| Participant deferral / active EE | $1,504 | $1,199+25.5% | $1,826-17.6% | $4,212-64.3% |
| Admin fee / account holder | $1,777 | $1,993-10.8% | $2,491-28.7% | $7,344-75.8% |