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 | $22,507 | $99,020-77.3% | $86,590-74.0% | $147,584-84.7% |
| Participation rate | 47.4% | 76.3%-29.0pp | 73.5%-26.2pp | 82.8%-35.5pp |
| Annual return | 19.86% | 1312.34%-1292.5pp | 964.84%-945.0pp | 578.55%-558.7pp |
| Employer contribution / active EE | $1,083 | $3,132-65.4% | $2,839-61.9% | $4,876-77.8% |
| Participant deferral / active EE | $1,295 | $3,972-67.4% | $3,609-64.1% | $5,439-76.2% |
| Admin fee / account holder | $4,333 | $5,710-24.1% | $4,906-11.7% | $10,885-60.2% |