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 3-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 | $67,872 | $30,400+123.3% | $53,898+25.9% | $84,808-20.0% |
| Participation rate | 16.1% | 46.4%-30.4pp | 55.0%-38.9pp | 68.3%-52.2pp |
| Annual return | 17.27% | 500.19%-482.9pp | 528.60%-511.3pp | 40.90%-23.6pp |
| Employer contribution / active EE | $307 | $603-49.0% | $932-67.1% | $2,631-88.3% |
| Participant deferral / active EE | $1,103 | $1,199-8.0% | $1,826-39.6% | $4,212-73.8% |
| Admin fee / account holder | $1,974 | $1,993-1.0% | $2,491-20.7% | $7,344-73.1% |