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 | $40,265 | $30,400+32.5% | $53,898-25.3% | $84,808-52.5% |
| Participation rate | 32.1% | 46.4%-14.3pp | 55.0%-22.9pp | 68.3%-36.2pp |
| Annual return | 20.36% | 500.19%-479.8pp | 528.60%-508.2pp | 40.90%-20.5pp |
| Employer contribution / active EE | $515 | $603-14.6% | $932-44.8% | $2,631-80.4% |
| Participant deferral / active EE | $1,234 | $1,199+3.0% | $1,826-32.4% | $4,212-70.7% |
| Admin fee / account holder | $2,150 | $1,993+7.9% | $2,491-13.7% | $7,344-70.7% |