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 6-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 | $49,977 | $154,117-67.6% | $129,995-61.6% | $139,434-64.2% |
| Participation rate | 23.1% | 82.0%-58.9pp | 78.5%-55.4pp | 80.3%-57.2pp |
| Annual return | 18.95% | 32.48%-13.5pp | -137.18%+156.1pp | 372.94%-354.0pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,320-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $3,218 | $6,710-52.0% | $5,820-44.7% | $6,710-52.0% |
| Admin fee / account holder | $1,014 | $14,007-92.8% | $10,614-90.5% | $11,403-91.1% |