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 4-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 | $37,269 | $102,317-63.6% | $146,958-74.6% | $80,856-53.9% |
| Participation rate | 25.0% | 75.8%-50.8pp | 82.2%-57.2pp | 67.6%-42.6pp |
| Annual return | 24.53% | 134.76%-110.2pp | 418.34%-393.8pp | 35.59%-11.1pp |
| Employer contribution / active EE | $0 | $3,713-100.0% | $4,933-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $5,746 | $6,644-13.5% | $8,070-28.8% | $4,296+33.7% |
| Admin fee / account holder | $18,236 | $7,941+129.6% | $12,998+40.3% | $6,918+163.6% |