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 | $40,668 | $157,256-74.1% | $141,162-71.2% | $152,861-73.4% |
| Participation rate | 18.2% | 84.8%-66.6pp | 82.5%-64.3pp | 82.4%-64.3pp |
| Annual return | 14.84% | 64.32%-49.5pp | 71.39%-56.6pp | 345.32%-330.5pp |
| Employer contribution / active EE | $0 | $5,261-100.0% | $4,735-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $4,310 | $7,109-39.4% | $6,709-35.8% | $5,850-26.3% |
| Admin fee / account holder | $10,185 | $12,120-16.0% | $10,261-0.7% | $11,596-12.2% |