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 | $26,056 | $99,079-73.7% | $77,999-66.6% | $273,961-90.5% |
| Participation rate | 28.6% | 78.6%-50.0pp | 75.5%-47.0pp | 83.0%-54.4pp |
| Annual return | 6.83% | 217.93%-211.1pp | 425.96%-419.1pp | 41.45%-34.6pp |
| Employer contribution / active EE | $0 | $3,308-100.0% | $2,470-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $0 | $4,306-100.0% | $3,497-100.0% | $5,287-100.0% |
| Admin fee / account holder | $335 | $8,954-96.3% | $5,480-93.9% | $10,132-96.7% |