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 | $38,920 | $99,877-61.0% | $84,966-54.2% | $145,922-73.3% |
| Participation rate | 31.6% | 74.1%-42.5pp | 67.5%-35.9pp | 80.3%-48.7pp |
| Annual return | 15.76% | 83.76%-68.0pp | 66.38%-50.6pp | 561.29%-545.5pp |
| Employer contribution / active EE | $0 | $3,231-100.0% | $2,727-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $5,060 | $5,291-4.4% | $4,519+12.0% | $6,688-24.3% |
| Admin fee / account holder | $1,271 | $7,248-82.5% | $6,149-79.3% | $13,397-90.5% |