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 | $24,880 | $156,846-84.1% | $121,098-79.5% | $139,434-82.2% |
| Participation rate | 41.7% | 76.4%-34.7pp | 69.5%-27.8pp | 80.3%-38.7pp |
| Annual return | 16.64% | 1474.56%-1457.9pp | 985.75%-969.1pp | 372.94%-356.3pp |
| Employer contribution / active EE | $0 | $5,536-100.0% | $4,164-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $3,265 | $4,844-32.6% | $4,080-20.0% | $6,710-51.3% |
| Admin fee / account holder | $7,907 | $6,946+13.8% | $5,644+40.1% | $11,403-30.7% |