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 | $28,087 | $169,032-83.4% | $129,207-78.3% | $145,922-80.8% |
| Participation rate | 43.5% | 76.4%-33.0pp | 69.6%-26.1pp | 80.3%-36.8pp |
| Annual return | 9.16% | 14330.11%-14321.0pp | 9417.33%-9408.2pp | 561.29%-552.1pp |
| Employer contribution / active EE | $703 | $5,537-87.3% | $4,153-83.1% | $4,660-84.9% |
| Participant deferral / active EE | $1,753 | $4,987-64.9% | $4,168-57.9% | $6,688-73.8% |
| Admin fee / account holder | $16,303 | $9,954+63.8% | $7,715+111.3% | $13,397+21.7% |