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 | $30,926 | $30,400+1.7% | $53,898-42.6% | $84,808-63.5% |
| Participation rate | 33.3% | 46.4%-13.1pp | 55.0%-21.6pp | 68.3%-35.0pp |
| Annual return | 17.35% | 500.19%-482.8pp | 528.60%-511.3pp | 40.90%-23.6pp |
| Employer contribution / active EE | $478 | $603-20.7% | $932-48.7% | $2,631-81.8% |
| Participant deferral / active EE | $1,077 | $1,199-10.1% | $1,826-41.0% | $4,212-74.4% |
| Admin fee / account holder | $1,945 | $1,993-2.4% | $2,491-21.9% | $7,344-73.5% |