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 | $46,779 | $89,355-47.6% | $141,162-66.9% | $72,985-35.9% |
| Participation rate | 33.3% | 75.1%-41.8pp | 82.5%-49.1pp | 69.5%-36.2pp |
| Annual return | 32.21% | 111.85%-79.6pp | 71.39%-39.2pp | 81.00%-48.8pp |
| Employer contribution / active EE | $0 | $3,114-100.0% | $4,735-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $5,004 | $5,418-7.6% | $6,709-25.4% | $3,607+38.7% |
| Admin fee / account holder | $1,104 | $5,958-81.5% | $10,261-89.2% | $5,124-78.5% |