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 3-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 | $63,102 | $30,400+107.6% | $53,898+17.1% | $84,808-25.6% |
| Participation rate | 4.8% | 46.4%-41.6pp | 55.0%-50.1pp | 68.3%-63.5pp |
| Annual return | 19.12% | 500.19%-481.1pp | 528.60%-509.5pp | 40.90%-21.8pp |
| Employer contribution / active EE | $127 | $603-79.0% | $932-86.4% | $2,631-95.2% |
| Participant deferral / active EE | $587 | $1,199-51.0% | $1,826-67.8% | $4,212-86.1% |
| Admin fee / account holder | $5,422 | $1,993+172.0% | $2,491+117.7% | $7,344-26.2% |