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 | $65,048 | $30,400+114.0% | $53,898+20.7% | $84,808-23.3% |
| Participation rate | 15.5% | 46.4%-30.9pp | 55.0%-39.4pp | 68.3%-52.8pp |
| Annual return | 20.30% | 500.19%-479.9pp | 528.60%-508.3pp | 40.90%-20.6pp |
| Employer contribution / active EE | $364 | $603-39.6% | $932-61.0% | $2,631-86.2% |
| Participant deferral / active EE | $960 | $1,199-19.9% | $1,826-47.4% | $4,212-77.2% |
| Admin fee / account holder | $3,465 | $1,993+73.8% | $2,491+39.1% | $7,344-52.8% |