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 10-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 | $27,721 | $111,724-75.2% | $93,606-70.4% | $145,922-81.0% |
| Participation rate | 33.3% | 74.2%-40.9pp | 68.7%-35.4pp | 80.3%-46.9pp |
| Annual return | 22.37% | 202.98%-180.6pp | 133.20%-110.8pp | 561.29%-538.9pp |
| Employer contribution / active EE | $6,205 | $3,090+100.8% | $2,420+156.4% | $4,660+33.2% |
| Participant deferral / active EE | $18,126 | $4,912+269.0% | $4,411+310.9% | $6,688+171.0% |
| Admin fee / account holder | $364,051 | $10,250+3451.8% | $8,285+4294.1% | $13,397+2617.4% |