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 5-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 | $71,227 | $96,635-26.3% | $86,612-17.8% | $139,434-48.9% |
| Participation rate | 43.8% | 74.4%-30.7pp | 71.7%-27.9pp | 80.3%-36.6pp |
| Annual return | 13.76% | 106.41%-92.7pp | 591.07%-577.3pp | 372.94%-359.2pp |
| Employer contribution / active EE | $0 | $3,263-100.0% | $3,022-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $2,389 | $4,836-50.6% | $4,438-46.2% | $6,710-64.4% |
| Admin fee / account holder | $2,305 | $6,408-64.0% | $5,614-59.0% | $11,403-79.8% |