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 | $32,251 | $30,400+6.1% | $53,898-40.2% | $84,808-62.0% |
| Participation rate | 23.3% | 46.4%-23.1pp | 55.0%-31.6pp | 68.3%-45.0pp |
| Annual return | 19.42% | 500.19%-480.8pp | 528.60%-509.2pp | 40.90%-21.5pp |
| Employer contribution / active EE | $601 | $603-0.3% | $932-35.5% | $2,631-77.2% |
| Participant deferral / active EE | $1,201 | $1,199+0.2% | $1,826-34.2% | $4,212-71.5% |
| Admin fee / account holder | $2,011 | $1,993+0.9% | $2,491-19.3% | $7,344-72.6% |