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 | $30,032 | $89,355-66.4% | $141,162-78.7% | $72,985-58.9% |
| Participation rate | 57.4% | 75.1%-17.7pp | 82.5%-25.1pp | 69.5%-12.1pp |
| Annual return | 37.72% | 111.85%-74.1pp | 71.39%-33.7pp | 81.00%-43.3pp |
| Employer contribution / active EE | $0 | $3,114-100.0% | $4,735-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $6,114 | $5,418+12.8% | $6,709-8.9% | $3,607+69.5% |
| Admin fee / account holder | $2,199 | $5,958-63.1% | $10,261-78.6% | $5,124-57.1% |