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 8-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 | $60,708 | $30,400+99.7% | $53,898+12.6% | $84,808-28.4% |
| Participation rate | 45.1% | 46.4%-1.3pp | 55.0%-9.9pp | 68.3%-23.2pp |
| Annual return | 17.16% | 500.19%-483.0pp | 528.60%-511.4pp | 40.90%-23.7pp |
| Employer contribution / active EE | $782 | $603+29.8% | $932-16.0% | $2,631-70.3% |
| Participant deferral / active EE | $2,020 | $1,199+68.5% | $1,826+10.6% | $4,212-52.0% |
| Admin fee / account holder | $1,583 | $1,993-20.6% | $2,491-36.4% | $7,344-78.4% |