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 | $37,350 | $27,915+33.8% | $58,482-36.1% | $75,163-50.3% |
| Participation rate | 29.6% | 38.8%-9.2pp | 50.9%-21.2pp | 67.2%-37.6pp |
| Annual return | 16.81% | 44.20%-27.4pp | 4239.32%-4222.5pp | 160.62%-143.8pp |
| Employer contribution / active EE | $708 | $669+5.9% | $1,053-32.8% | $2,670-73.5% |
| Participant deferral / active EE | $2,781 | $1,201+131.5% | $1,924+44.6% | $4,125-32.6% |
| Admin fee / account holder | $2,977 | $1,726+72.5% | $2,516+18.3% | $5,651-47.3% |