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 8-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 | $78,794 | $30,400+159.2% | $53,898+46.2% | $84,808-7.1% |
| Participation rate | 9.7% | 46.4%-36.8pp | 55.0%-45.3pp | 68.3%-58.6pp |
| Annual return | 19.18% | 500.19%-481.0pp | 528.60%-509.4pp | 40.90%-21.7pp |
| Employer contribution / active EE | $278 | $603-53.8% | $932-70.1% | $2,631-89.4% |
| Participant deferral / active EE | $440 | $1,199-63.3% | $1,826-75.9% | $4,212-89.6% |
| Admin fee / account holder | $1,483 | $1,993-25.6% | $2,491-40.5% | $7,344-79.8% |