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 | $24,896 | $90,348-72.4% | $75,972-67.2% | $145,922-82.9% |
| Participation rate | 47.8% | 74.5%-26.6pp | 69.1%-21.2pp | 80.3%-32.5pp |
| Annual return | 10.93% | 620.88%-609.9pp | 359.55%-348.6pp | 561.29%-550.4pp |
| Employer contribution / active EE | $1,258 | $3,311-62.0% | $2,685-53.1% | $4,660-73.0% |
| Participant deferral / active EE | $2,030 | $5,162-60.7% | $4,255-52.3% | $6,688-69.7% |
| Admin fee / account holder | $2,434 | $8,467-71.3% | $6,467-62.4% | $13,397-81.8% |