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 | $20,602 | $81,625-74.8% | $58,482-64.8% | $139,434-85.2% |
| Participation rate | 52.6% | 61.3%-8.7pp | 50.9%+1.8pp | 80.3%-27.7pp |
| Annual return | 15.76% | 7404.20%-7388.4pp | 4239.32%-4223.6pp | 372.94%-357.2pp |
| Employer contribution / active EE | $2,094 | $1,398+49.8% | $1,053+98.8% | $4,751-55.9% |
| Participant deferral / active EE | $735 | $2,557-71.2% | $1,924-61.8% | $6,710-89.0% |
| Admin fee / account holder | $2,279 | $3,265-30.2% | $2,516-9.4% | $11,403-80.0% |