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 8-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 | $47,854 | $55,415-13.6% | $155,509-69.2% | $74,495-35.8% |
| Participation rate | 18.6% | 61.9%-43.3pp | 78.2%-59.6pp | 67.2%-48.6pp |
| Annual return | 17.52% | 268.50%-251.0pp | 64.67%-47.1pp | 1364.94%-1347.4pp |
| Employer contribution / active EE | $0 | $2,267-100.0% | $4,672-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $1,922 | $2,836-32.2% | $5,626-65.8% | $4,346-55.8% |
| Admin fee / account holder | $782 | $1,738-55.0% | $15,912-95.1% | $1,942-59.7% |