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 7-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 | $32,316 | $90,348-64.2% | $75,972-57.5% | $145,922-77.9% |
| Participation rate | 30.8% | 74.5%-43.7pp | 69.1%-38.3pp | 80.3%-49.5pp |
| Annual return | 15.18% | 620.88%-605.7pp | 359.55%-344.4pp | 561.29%-546.1pp |
| Employer contribution / active EE | $0 | $3,311-100.0% | $2,685-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $1,354 | $5,162-73.8% | $4,255-68.2% | $6,688-79.8% |
| Admin fee / account holder | $727 | $8,467-91.4% | $6,467-88.8% | $13,397-94.6% |