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 10-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 | $39,965 | $180,449-77.9% | $154,107-74.1% | $135,375-70.5% |
| Participation rate | 45.0% | 87.4%-42.4pp | 83.0%-38.0pp | 82.6%-37.6pp |
| Annual return | -3.49% | 888.09%-891.6pp | 735.12%-738.6pp | 519.73%-523.2pp |
| Employer contribution / active EE | $0 | $6,035-100.0% | $5,298-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,340 | $5,806-59.7% | $5,081-53.9% | $5,609-58.3% |
| Admin fee / account holder | $19,249 | $16,143+19.2% | $13,411+43.5% | $10,827+77.8% |