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 | $27,589 | $102,604-73.1% | $86,188-68.0% | $139,434-80.2% |
| Participation rate | 37.5% | 74.5%-37.0pp | 69.0%-31.5pp | 80.3%-42.8pp |
| Annual return | 11.60% | 1922.51%-1910.9pp | 1168.45%-1156.9pp | 372.94%-361.3pp |
| Employer contribution / active EE | $979 | $3,032-67.7% | $2,380-58.9% | $4,751-79.4% |
| Participant deferral / active EE | $1,733 | $4,676-62.9% | $3,985-56.5% | $6,710-74.2% |
| Admin fee / account holder | $2,628 | $8,657-69.6% | $6,852-61.6% | $11,403-76.9% |