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 7-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 | $41,137 | $48,795-15.7% | $65,493-37.2% | $84,808-51.5% |
| Participation rate | 19.6% | 67.0%-47.4pp | 73.1%-53.5pp | 68.3%-48.7pp |
| Annual return | 19.49% | 20.20%-0.7pp | 982.45%-963.0pp | 40.90%-21.4pp |
| Employer contribution / active EE | $0 | $1,930-100.0% | $2,574-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,060 | $2,928-63.8% | $3,961-73.2% | $4,212-74.8% |
| Admin fee / account holder | $434 | $3,877-88.8% | $5,028-91.4% | $7,344-94.1% |