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 | $43,591 | $202,318-78.5% | $172,739-74.8% | $152,861-71.5% |
| Participation rate | 33.3% | 87.1%-53.7pp | 82.6%-49.3pp | 82.4%-49.1pp |
| Annual return | 29.24% | 1029.65%-1000.4pp | 802.84%-773.6pp | 345.32%-316.1pp |
| Employer contribution / active EE | $2,000 | $5,856-65.8% | $5,143-61.1% | $4,762-58.0% |
| Participant deferral / active EE | $5,500 | $5,948-7.5% | $5,198+5.8% | $5,850-6.0% |
| Admin fee / account holder | $418 | $17,109-97.6% | $13,954-97.0% | $11,596-96.4% |