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 | $26,547 | $99,020-73.2% | $86,590-69.3% | $147,584-82.0% |
| Participation rate | 66.7% | 76.3%-9.7pp | 73.5%-6.9pp | 82.8%-16.2pp |
| Annual return | 10.85% | 1312.34%-1301.5pp | 964.84%-954.0pp | 578.55%-567.7pp |
| Employer contribution / active EE | $1,106 | $3,132-64.7% | $2,839-61.0% | $4,876-77.3% |
| Participant deferral / active EE | $1,777 | $3,972-55.3% | $3,609-50.8% | $5,439-67.3% |
| Admin fee / account holder | $1,385 | $5,710-75.7% | $4,906-71.8% | $10,885-87.3% |