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 | $80,764 | $30,400+165.7% | $53,898+49.8% | $84,808-4.8% |
| Participation rate | 26.7% | 46.4%-19.8pp | 55.0%-28.3pp | 68.3%-41.6pp |
| Annual return | 24.21% | 500.19%-476.0pp | 528.60%-504.4pp | 40.90%-16.7pp |
| Employer contribution / active EE | $497 | $603-17.6% | $932-46.7% | $2,631-81.1% |
| Participant deferral / active EE | $1,969 | $1,199+64.3% | $1,826+7.8% | $4,212-53.2% |
| Admin fee / account holder | $3,770 | $1,993+89.2% | $2,491+51.4% | $7,344-48.7% |