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 3-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 | $42,953 | $30,400+41.3% | $53,898-20.3% | $84,808-49.4% |
| Participation rate | 34.1% | 46.4%-12.4pp | 55.0%-20.9pp | 68.3%-34.2pp |
| Annual return | 22.05% | 500.19%-478.1pp | 528.60%-506.6pp | 40.90%-18.8pp |
| Employer contribution / active EE | $482 | $603-20.0% | $932-48.3% | $2,631-81.7% |
| Participant deferral / active EE | $1,176 | $1,199-1.8% | $1,826-35.6% | $4,212-72.1% |
| Admin fee / account holder | $478 | $1,993-76.0% | $2,491-80.8% | $7,344-93.5% |