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 | $59,623 | $102,317-41.7% | $146,958-59.4% | $80,856-26.3% |
| Participation rate | 63.0% | 75.8%-12.8pp | 82.2%-19.1pp | 67.6%-4.6pp |
| Annual return | 13.91% | 134.76%-120.9pp | 418.34%-404.4pp | 35.59%-21.7pp |
| Employer contribution / active EE | $0 | $3,713-100.0% | $4,933-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $5,467 | $6,644-17.7% | $8,070-32.3% | $4,296+27.3% |
| Admin fee / account holder | $1,468 | $7,941-81.5% | $12,998-88.7% | $6,918-78.8% |