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 | $71,043 | $30,400+133.7% | $53,898+31.8% | $84,808-16.2% |
| Participation rate | 14.5% | 46.4%-32.0pp | 55.0%-40.5pp | 68.3%-53.8pp |
| Annual return | 19.40% | 500.19%-480.8pp | 528.60%-509.2pp | 40.90%-21.5pp |
| Employer contribution / active EE | $312 | $603-48.3% | $932-66.6% | $2,631-88.2% |
| Participant deferral / active EE | $947 | $1,199-21.0% | $1,826-48.2% | $4,212-77.5% |
| Admin fee / account holder | $2,003 | $1,993+0.5% | $2,491-19.6% | $7,344-72.7% |