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 | $33,612 | $30,400+10.6% | $53,898-37.6% | $84,808-60.4% |
| Participation rate | 21.9% | 46.4%-24.5pp | 55.0%-33.0pp | 68.3%-46.4pp |
| Annual return | 23.40% | 500.19%-476.8pp | 528.60%-505.2pp | 40.90%-17.5pp |
| Employer contribution / active EE | $532 | $603-11.8% | $932-42.9% | $2,631-79.8% |
| Participant deferral / active EE | $1,227 | $1,199+2.4% | $1,826-32.8% | $4,212-70.9% |
| Admin fee / account holder | $377 | $1,993-81.1% | $2,491-84.9% | $7,344-94.9% |