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 | $39,442 | $30,400+29.7% | $53,898-26.8% | $84,808-53.5% |
| Participation rate | 11.6% | 46.4%-34.8pp | 55.0%-43.3pp | 68.3%-56.7pp |
| Annual return | 17.53% | 500.19%-482.7pp | 528.60%-511.1pp | 40.90%-23.4pp |
| Employer contribution / active EE | $160 | $603-73.5% | $932-82.8% | $2,631-93.9% |
| Participant deferral / active EE | $910 | $1,199-24.1% | $1,826-50.2% | $4,212-78.4% |
| Admin fee / account holder | $3,600 | $1,993+80.6% | $2,491+44.5% | $7,344-51.0% |