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 | $72,422 | $30,400+138.2% | $53,898+34.4% | $84,808-14.6% |
| Participation rate | 30.0% | 46.4%-16.4pp | 55.0%-25.0pp | 68.3%-38.3pp |
| Annual return | 16.63% | 500.19%-483.6pp | 528.60%-512.0pp | 40.90%-24.3pp |
| Employer contribution / active EE | $330 | $603-45.2% | $932-64.6% | $2,631-87.4% |
| Participant deferral / active EE | $5,391 | $1,199+349.8% | $1,826+195.2% | $4,212+28.0% |
| Admin fee / account holder | $1,649 | $1,993-17.3% | $2,491-33.8% | $7,344-77.5% |