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 | $77,188 | $150,187-48.6% | $120,354-35.9% | $145,922-47.1% |
| Participation rate | 22.2% | 78.8%-56.5pp | 71.9%-49.7pp | 80.3%-58.1pp |
| Annual return | 12.12% | 154.07%-141.9pp | 107.15%-95.0pp | 561.29%-549.2pp |
| Employer contribution / active EE | $0 | $4,348-100.0% | $3,463-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $2,611 | $6,173-57.7% | $4,991-47.7% | $6,688-61.0% |
| Admin fee / account holder | $1,361 | $12,207-88.9% | $9,423-85.6% | $13,397-89.8% |