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 | $45,794 | $49,173-6.9% | $121,098-62.2% | $75,163-39.1% |
| Participation rate | 63.9% | 55.4%+8.5pp | 69.5%-5.6pp | 67.2%-3.3pp |
| Annual return | 22.18% | 55.99%-33.8pp | 985.75%-963.6pp | 160.62%-138.4pp |
| Employer contribution / active EE | $0 | $1,546-100.0% | $4,164-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $7,966 | $2,628+203.2% | $4,080+95.3% | $4,125+93.1% |
| Admin fee / account holder | $5,221 | $3,942+32.4% | $5,644-7.5% | $5,651-7.6% |