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 | $43,729 | $67,984-35.7% | $65,493-33.2% | $74,304-41.1% |
| Participation rate | 24.0% | 66.3%-42.3pp | 73.1%-49.1pp | 60.3%-36.4pp |
| Annual return | 19.69% | 19.87%-0.2pp | 982.45%-962.8pp | 29.43%-9.7pp |
| Employer contribution / active EE | $0 | $2,491-100.0% | $2,574-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $1,353 | $3,346-59.6% | $3,961-65.9% | $3,767-64.1% |
| Admin fee / account holder | $11,052 | $1,373+705.1% | $5,028+119.8% | $2,969+272.3% |