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 | $24,592 | $175,202-86.0% | $149,673-83.6% | $139,434-82.4% |
| Participation rate | 33.3% | 83.4%-50.0pp | 78.8%-45.4pp | 80.3%-47.0pp |
| Annual return | 20.65% | 166.71%-146.1pp | 134.42%-113.8pp | 372.94%-352.3pp |
| Employer contribution / active EE | $0 | $5,474-100.0% | $4,818-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $4,096 | $6,519-37.2% | $5,680-27.9% | $6,710-39.0% |
| Admin fee / account holder | $874 | $16,150-94.6% | $13,210-93.4% | $11,403-92.3% |