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 | $22,222 | $96,305-76.9% | $80,569-72.4% | $139,434-84.1% |
| Participation rate | 54.2% | 73.6%-19.5pp | 67.0%-12.8pp | 80.3%-26.2pp |
| Annual return | 19.60% | 1350.08%-1330.5pp | 935.43%-915.8pp | 372.94%-353.3pp |
| Employer contribution / active EE | $646 | $3,262-80.2% | $2,723-76.3% | $4,751-86.4% |
| Participant deferral / active EE | $944 | $5,232-82.0% | $4,447-78.8% | $6,710-85.9% |
| Admin fee / account holder | $448 | $6,599-93.2% | $5,377-91.7% | $11,403-96.1% |