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 | $43,075 | $58,208-26.0% | $81,812-47.3% | $80,856-46.7% |
| Participation rate | 17.9% | 63.4%-45.5pp | 72.3%-54.4pp | 67.6%-49.7pp |
| Annual return | 14.45% | 41.66%-27.2pp | 773.79%-759.3pp | 35.59%-21.1pp |
| Employer contribution / active EE | $0 | $2,340-100.0% | $2,912-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,376 | $3,281-27.6% | $4,319-45.0% | $4,296-44.7% |
| Admin fee / account holder | $964 | $4,981-80.7% | $7,386-87.0% | $6,918-86.1% |