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 8-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 | $24,058 | $96,635-75.1% | $86,612-72.2% | $139,434-82.7% |
| Participation rate | 66.7% | 74.4%-7.7pp | 71.7%-5.0pp | 80.3%-13.7pp |
| Annual return | 15.30% | 106.41%-91.1pp | 591.07%-575.8pp | 372.94%-357.6pp |
| Employer contribution / active EE | $702 | $3,263-78.5% | $3,022-76.8% | $4,751-85.2% |
| Participant deferral / active EE | $4,400 | $4,836-9.0% | $4,438-0.8% | $6,710-34.4% |
| Admin fee / account holder | $668 | $6,408-89.6% | $5,614-88.1% | $11,403-94.1% |