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 | $70,276 | $30,400+131.2% | $53,898+30.4% | $84,808-17.1% |
| Participation rate | 20.0% | 46.4%-26.4pp | 55.0%-35.0pp | 68.3%-48.3pp |
| Annual return | 15.61% | 500.19%-484.6pp | 528.60%-513.0pp | 40.90%-25.3pp |
| Employer contribution / active EE | $298 | $603-50.5% | $932-68.0% | $2,631-88.7% |
| Participant deferral / active EE | $1,115 | $1,199-7.0% | $1,826-38.9% | $4,212-73.5% |
| Admin fee / account holder | $7,389 | $1,993+270.7% | $2,491+196.7% | $7,344+0.6% |