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 | $55,865 | $30,400+83.8% | $53,898+3.6% | $84,808-34.1% |
| Participation rate | 15.4% | 46.4%-31.1pp | 55.0%-39.6pp | 68.3%-52.9pp |
| Annual return | 18.66% | 500.19%-481.5pp | 528.60%-509.9pp | 40.90%-22.2pp |
| Employer contribution / active EE | $526 | $603-12.7% | $932-43.5% | $2,631-80.0% |
| Participant deferral / active EE | $1,052 | $1,199-12.2% | $1,826-42.4% | $4,212-75.0% |
| Admin fee / account holder | $378 | $1,993-81.0% | $2,491-84.8% | $7,344-94.9% |