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 8-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 | $54,561 | $101,724-46.4% | $164,813-66.9% | $80,856-32.5% |
| Participation rate | 32.3% | 71.8%-39.5pp | 78.6%-46.3pp | 67.6%-35.3pp |
| Annual return | 42.28% | 16.72%+25.6pp | 69.93%-27.6pp | 35.59%+6.7pp |
| Employer contribution / active EE | $0 | $2,953-100.0% | $4,341-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $3,027 | $4,477-32.4% | $6,031-49.8% | $4,296-29.5% |
| Admin fee / account holder | $6,273 | $8,227-23.8% | $12,690-50.6% | $6,918-9.3% |