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 | $40,549 | $59,417-31.8% | $93,606-56.7% | $74,495-45.6% |
| Participation rate | 37.1% | 59.7%-22.6pp | 68.7%-31.7pp | 67.2%-30.1pp |
| Annual return | 10.82% | 81.83%-71.0pp | 133.20%-122.4pp | 1364.94%-1354.1pp |
| Employer contribution / active EE | $0 | $1,264-100.0% | $2,420-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $2,724 | $3,050-10.7% | $4,411-38.2% | $4,346-37.3% |
| Admin fee / account holder | $4,145 | $3,021+37.2% | $8,285-50.0% | $1,942+113.4% |