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 | $79,190 | $100,852-21.5% | $90,404-12.4% | $158,922-50.2% |
| Participation rate | 27.3% | 75.0%-47.7pp | 72.7%-45.4pp | 82.0%-54.7pp |
| Annual return | 20.37% | 1724.20%-1703.8pp | 1293.02%-1272.6pp | 302.83%-282.5pp |
| Employer contribution / active EE | $449 | $3,689-87.8% | $3,262-86.2% | $4,761-90.6% |
| Participant deferral / active EE | $1,178 | $4,348-72.9% | $3,963-70.3% | $5,982-80.3% |
| Admin fee / account holder | $884 | $6,501-86.4% | $5,611-84.2% | $11,246-92.1% |