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 | $55,867 | $30,400+83.8% | $53,898+3.7% | $84,808-34.1% |
| Participation rate | 10.3% | 46.4%-36.2pp | 55.0%-44.7pp | 68.3%-58.1pp |
| Annual return | 20.72% | 500.19%-479.5pp | 528.60%-507.9pp | 40.90%-20.2pp |
| Employer contribution / active EE | $189 | $603-68.7% | $932-79.8% | $2,631-92.8% |
| Participant deferral / active EE | $1,158 | $1,199-3.4% | $1,826-36.6% | $4,212-72.5% |
| Admin fee / account holder | $307 | $1,993-84.6% | $2,491-87.7% | $7,344-95.8% |