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 6-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 | $31,669 | $102,317-69.0% | $146,958-78.5% | $80,856-60.8% |
| Participation rate | 63.2% | 75.8%-12.7pp | 82.2%-19.0pp | 67.6%-4.5pp |
| Annual return | 49.49% | 134.76%-85.3pp | 418.34%-368.8pp | 35.59%+13.9pp |
| Employer contribution / active EE | $0 | $3,713-100.0% | $4,933-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $3,107 | $6,644-53.2% | $8,070-61.5% | $4,296-27.7% |
| Admin fee / account holder | $2,248 | $7,941-71.7% | $12,998-82.7% | $6,918-67.5% |