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 | $23,575 | $177,572-86.7% | $154,803-84.8% | $142,382-83.4% |
| Participation rate | 47.4% | 82.1%-34.7pp | 78.1%-30.7pp | 80.1%-32.8pp |
| Annual return | 18.54% | 65.07%-46.5pp | 58.88%-40.3pp | 217.08%-198.5pp |
| Employer contribution / active EE | $0 | $4,810-100.0% | $4,305-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $4,812 | $6,272-23.3% | $5,540-13.1% | $6,507-26.1% |
| Admin fee / account holder | $972 | $16,786-94.2% | $14,329-93.2% | $12,624-92.3% |