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 6-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 | $91,784 | $52,406+75.1% | $129,207-29.0% | $74,495+23.2% |
| Participation rate | 21.2% | 53.8%-32.6pp | 69.6%-48.4pp | 67.2%-46.0pp |
| Annual return | 16.05% | 15.66%+0.4pp | 9417.33%-9401.3pp | 1364.94%-1348.9pp |
| Employer contribution / active EE | $674 | $1,531-55.9% | $4,153-83.8% | $2,623-74.3% |
| Participant deferral / active EE | $1,362 | $2,794-51.2% | $4,168-67.3% | $4,346-68.6% |
| Admin fee / account holder | $4,388 | $2,633+66.7% | $7,715-43.1% | $1,942+126.0% |