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 | $39,471 | $112,096-64.8% | $95,952-58.9% | $158,922-75.2% |
| Participation rate | 52.6% | 79.0%-26.3pp | 77.1%-24.4pp | 82.0%-29.3pp |
| Annual return | 14.98% | 171.09%-156.1pp | 91.61%-76.6pp | 302.83%-287.8pp |
| Employer contribution / active EE | $0 | $3,198-100.0% | $2,541-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $1,682 | $4,784-64.8% | $4,167-59.6% | $5,982-71.9% |
| Admin fee / account holder | $6,908 | $10,130-31.8% | $6,795+1.7% | $11,246-38.6% |