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 9-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 | $60,340 | $157,256-61.6% | $141,162-57.3% | $152,861-60.5% |
| Participation rate | 37.5% | 84.8%-47.3pp | 82.5%-45.0pp | 82.4%-44.9pp |
| Annual return | 19.19% | 64.32%-45.1pp | 71.39%-52.2pp | 345.32%-326.1pp |
| Employer contribution / active EE | $0 | $5,261-100.0% | $4,735-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,768 | $7,109-61.1% | $6,709-58.7% | $5,850-52.7% |
| Admin fee / account holder | $841 | $12,120-93.1% | $10,261-91.8% | $11,596-92.7% |