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 4-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 | $32,227 | $30,400+6.0% | $53,898-40.2% | $84,808-62.0% |
| Participation rate | 47.5% | 46.4%+1.1pp | 55.0%-7.5pp | 68.3%-20.8pp |
| Annual return | 19.31% | 500.19%-480.9pp | 528.60%-509.3pp | 40.90%-21.6pp |
| Employer contribution / active EE | $342 | $603-43.3% | $932-63.4% | $2,631-87.0% |
| Participant deferral / active EE | $1,376 | $1,199+14.8% | $1,826-24.7% | $4,212-67.3% |
| Admin fee / account holder | $821 | $1,993-58.8% | $2,491-67.0% | $7,344-88.8% |