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 | $30,167 | $57,281-47.3% | $86,612-65.2% | $75,163-59.9% |
| Participation rate | 47.1% | 63.2%-16.1pp | 71.7%-24.6pp | 67.2%-20.1pp |
| Annual return | 18.89% | 2670.75%-2651.9pp | 591.07%-572.2pp | 160.62%-141.7pp |
| Employer contribution / active EE | $0 | $2,314-100.0% | $3,022-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,369 | $3,318-58.7% | $4,438-69.2% | $4,125-66.8% |
| Admin fee / account holder | $891 | $4,112-78.3% | $5,614-84.1% | $5,651-84.2% |