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 7-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 | $140,795 | $69,207+103.4% | $64,056+119.8% | $139,434+1.0% |
| Participation rate | 36.4% | 75.6%-39.2pp | 72.3%-35.9pp | 80.3%-44.0pp |
| Annual return | 12.12% | 45.88%-33.8pp | 33.69%-21.6pp | 372.94%-360.8pp |
| Employer contribution / active EE | $0 | $3,182-100.0% | $2,747-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $1,521 | $4,682-67.5% | $3,880-60.8% | $6,710-77.3% |
| Admin fee / account holder | $55,175 | $4,244+1200.0% | $3,068+1698.3% | $11,403+383.9% |