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 | $37,998 | $39,019-2.6% | $80,716-52.9% | $85,850-55.7% |
| Participation rate | 22.0% | 41.5%-19.6pp | 54.2%-32.2pp | 69.3%-47.4pp |
| Annual return | 19.39% | 26.27%-6.9pp | 87.28%-67.9pp | 318.53%-299.1pp |
| Employer contribution / active EE | $578 | $722-19.9% | $1,160-50.2% | $2,565-77.5% |
| Participant deferral / active EE | $1,682 | $1,326+26.9% | $2,146-21.6% | $3,952-57.4% |
| Admin fee / account holder | $3,476 | $2,431+43.0% | $3,380+2.8% | $6,260-44.5% |