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 | $41,204 | $68,346-39.7% | $94,646-56.5% | $75,163-45.2% |
| Participation rate | 66.7% | 76.1%-9.4pp | 80.8%-14.2pp | 67.2%-0.5pp |
| Annual return | 24.39% | 616.93%-592.5pp | 156.71%-132.3pp | 160.62%-136.2pp |
| Employer contribution / active EE | $0 | $2,701-100.0% | $3,672-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $11,532 | $6,537+76.4% | $7,418+55.5% | $4,125+179.6% |
| Admin fee / account holder | $5,009 | $5,326-5.9% | $7,231-30.7% | $5,651-11.4% |