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 9-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 | $24,062 | $89,355-73.1% | $141,162-83.0% | $72,985-67.0% |
| Participation rate | 40.7% | 75.1%-34.4pp | 82.5%-41.7pp | 69.5%-28.7pp |
| Annual return | 38.92% | 111.85%-72.9pp | 71.39%-32.5pp | 81.00%-42.1pp |
| Employer contribution / active EE | $0 | $3,114-100.0% | $4,735-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,955 | $5,418-27.0% | $6,709-41.0% | $3,607+9.6% |
| Admin fee / account holder | $2,785 | $5,958-53.3% | $10,261-72.9% | $5,124-45.7% |