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 | $39,649 | $60,124-34.1% | $90,404-56.1% | $79,858-50.4% |
| Participation rate | 26.7% | 65.0%-38.3pp | 72.7%-46.0pp | 69.6%-43.0pp |
| Annual return | 21.64% | 71.94%-50.3pp | 1293.02%-1271.4pp | 31.71%-10.1pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,262-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $966 | $2,938-67.1% | $3,963-75.6% | $3,740-74.2% |
| Admin fee / account holder | $790 | $3,976-80.1% | $5,611-85.9% | $5,306-85.1% |