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 4-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 | $32,007 | $183,519-82.6% | $155,509-79.4% | $145,922-78.1% |
| Participation rate | 27.8% | 82.7%-54.9pp | 78.2%-50.4pp | 80.3%-52.5pp |
| Annual return | 14.92% | 61.17%-46.2pp | 64.67%-49.7pp | 561.29%-546.4pp |
| Employer contribution / active EE | $0 | $5,313-100.0% | $4,672-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $2,652 | $6,462-59.0% | $5,626-52.9% | $6,688-60.3% |
| Admin fee / account holder | $1,371 | $19,313-92.9% | $15,912-91.4% | $13,397-89.8% |