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 7-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 | $71,921 | $30,400+136.6% | $53,898+33.4% | $84,808-15.2% |
| Participation rate | 25.7% | 46.4%-20.7pp | 55.0%-29.2pp | 68.3%-42.6pp |
| Annual return | 23.47% | 500.19%-476.7pp | 528.60%-505.1pp | 40.90%-17.4pp |
| Employer contribution / active EE | $521 | $603-13.6% | $932-44.1% | $2,631-80.2% |
| Participant deferral / active EE | $1,472 | $1,199+22.8% | $1,826-19.4% | $4,212-65.0% |
| Admin fee / account holder | $3,650 | $1,993+83.1% | $2,491+46.6% | $7,344-50.3% |