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 5-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 | $75,760 | $76,738-1.3% | $56,411+34.3% | $145,922-48.1% |
| Participation rate | 13.0% | 63.2%-50.2pp | 52.5%-39.4pp | 80.3%-67.2pp |
| Annual return | 11.67% | 2994.23%-2982.6pp | 1701.33%-1689.7pp | 561.29%-549.6pp |
| Employer contribution / active EE | $256 | $1,380-81.5% | $1,039-75.4% | $4,660-94.5% |
| Participant deferral / active EE | $2,693 | $2,623+2.7% | $1,952+38.0% | $6,688-59.7% |
| Admin fee / account holder | $7,810 | $3,334+134.3% | $2,829+176.1% | $13,397-41.7% |