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 | $70,757 | $30,400+132.8% | $53,898+31.3% | $84,808-16.6% |
| Participation rate | 14.8% | 46.4%-31.7pp | 55.0%-40.2pp | 68.3%-53.6pp |
| Annual return | 14.92% | 500.19%-485.3pp | 528.60%-513.7pp | 40.90%-26.0pp |
| Employer contribution / active EE | $395 | $603-34.4% | $932-57.6% | $2,631-85.0% |
| Participant deferral / active EE | $1,092 | $1,199-8.9% | $1,826-40.2% | $4,212-74.1% |
| Admin fee / account holder | $301 | $1,993-84.9% | $2,491-87.9% | $7,344-95.9% |