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 | $27,174 | $30,400-10.6% | $53,898-49.6% | $84,808-68.0% |
| Participation rate | 36.0% | 46.4%-10.4pp | 55.0%-19.0pp | 68.3%-32.3pp |
| Annual return | 20.23% | 500.19%-480.0pp | 528.60%-508.4pp | 40.90%-20.7pp |
| Employer contribution / active EE | $594 | $603-1.5% | $932-36.3% | $2,631-77.4% |
| Participant deferral / active EE | $1,946 | $1,199+62.4% | $1,826+6.6% | $4,212-53.8% |
| Admin fee / account holder | $3,132 | $1,993+57.1% | $2,491+25.8% | $7,344-57.3% |