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 6-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 | $43,818 | $159,901-72.6% | $146,958-70.2% | $145,922-70.0% |
| Participation rate | 47.4% | 84.0%-36.6pp | 82.2%-34.8pp | 80.3%-32.9pp |
| Annual return | 10.50% | 98.13%-87.6pp | 418.34%-407.8pp | 561.29%-550.8pp |
| Employer contribution / active EE | $0 | $5,286-100.0% | $4,933-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $4,455 | $8,428-47.1% | $8,070-44.8% | $6,688-33.4% |
| Admin fee / account holder | $5,432 | $15,044-63.9% | $12,998-58.2% | $13,397-59.5% |