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 | $29,425 | $30,400-3.2% | $53,898-45.4% | $84,808-65.3% |
| Participation rate | 11.9% | 46.4%-34.5pp | 55.0%-43.1pp | 68.3%-56.4pp |
| Annual return | 30.29% | 500.19%-469.9pp | 528.60%-498.3pp | 40.90%-10.6pp |
| Employer contribution / active EE | $232 | $603-61.5% | $932-75.1% | $2,631-91.2% |
| Participant deferral / active EE | $1,118 | $1,199-6.7% | $1,826-38.8% | $4,212-73.4% |
| Admin fee / account holder | $1,658 | $1,993-16.8% | $2,491-33.4% | $7,344-77.4% |