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 | $66,670 | $30,400+119.3% | $53,898+23.7% | $84,808-21.4% |
| Participation rate | 19.0% | 46.4%-27.5pp | 55.0%-36.0pp | 68.3%-49.3pp |
| Annual return | 21.18% | 500.19%-479.0pp | 528.60%-507.4pp | 40.90%-19.7pp |
| Employer contribution / active EE | $270 | $603-55.2% | $932-71.0% | $2,631-89.7% |
| Participant deferral / active EE | $848 | $1,199-29.2% | $1,826-53.6% | $4,212-79.9% |
| Admin fee / account holder | $813 | $1,993-59.2% | $2,491-67.4% | $7,344-88.9% |