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 | $91,604 | $70,606+29.7% | $53,898+70.0% | $142,382-35.7% |
| Participation rate | 37.5% | 63.7%-26.2pp | 55.0%-17.5pp | 80.1%-42.6pp |
| Annual return | 19.30% | 619.81%-600.5pp | 528.60%-509.3pp | 217.08%-197.8pp |
| Employer contribution / active EE | $705 | $1,202-41.4% | $932-24.4% | $4,299-83.6% |
| Participant deferral / active EE | $6,820 | $2,364+188.5% | $1,826+273.4% | $6,507+4.8% |
| Admin fee / account holder | $1,395 | $2,852-51.1% | $2,491-44.0% | $12,624-88.9% |