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 | $28,344 | $107,334-73.6% | $92,893-69.5% | $152,861-81.5% |
| Participation rate | 63.6% | 79.8%-16.1pp | 76.0%-12.4pp | 82.4%-18.8pp |
| Annual return | 13.09% | 145.58%-132.5pp | 109.41%-96.3pp | 345.32%-332.2pp |
| Employer contribution / active EE | $0 | $4,221-100.0% | $3,653-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,062 | $4,845-57.4% | $4,236-51.3% | $5,850-64.8% |
| Admin fee / account holder | $26,413 | $7,079+273.1% | $5,794+355.9% | $11,596+127.8% |