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 | $64,635 | $30,400+112.6% | $53,898+19.9% | $84,808-23.8% |
| Participation rate | 28.9% | 46.4%-17.5pp | 55.0%-26.0pp | 68.3%-39.4pp |
| Annual return | 51.18% | 500.19%-449.0pp | 528.60%-477.4pp | 40.90%+10.3pp |
| Employer contribution / active EE | $567 | $603-5.9% | $932-39.2% | $2,631-78.5% |
| Participant deferral / active EE | $1,767 | $1,199+47.4% | $1,826-3.3% | $4,212-58.0% |
| Admin fee / account holder | $1,320 | $1,993-33.8% | $2,491-47.0% | $7,344-82.0% |