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 5-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 | $45,469 | $30,400+49.6% | $53,898-15.6% | $84,808-46.4% |
| Participation rate | 16.7% | 46.4%-29.8pp | 55.0%-38.3pp | 68.3%-51.6pp |
| Annual return | 18.67% | 500.19%-481.5pp | 528.60%-509.9pp | 40.90%-22.2pp |
| Employer contribution / active EE | $432 | $603-28.3% | $932-53.6% | $2,631-83.6% |
| Participant deferral / active EE | $1,439 | $1,199+20.0% | $1,826-21.2% | $4,212-65.8% |
| Admin fee / account holder | $1,141 | $1,993-42.8% | $2,491-54.2% | $7,344-84.5% |