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 9-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 | $44,814 | $111,724-59.9% | $93,606-52.1% | $145,922-69.3% |
| Participation rate | 45.8% | 74.2%-28.4pp | 68.7%-22.9pp | 80.3%-34.4pp |
| Annual return | 13.90% | 202.98%-189.1pp | 133.20%-119.3pp | 561.29%-547.4pp |
| Employer contribution / active EE | $0 | $3,090-100.0% | $2,420-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $2,581 | $4,912-47.5% | $4,411-41.5% | $6,688-61.4% |
| Admin fee / account holder | $14,780 | $10,250+44.2% | $8,285+78.4% | $13,397+10.3% |