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 | $33,610 | $100,852-66.7% | $90,404-62.8% | $158,922-78.9% |
| Participation rate | 41.7% | 75.0%-33.4pp | 72.7%-31.0pp | 82.0%-40.3pp |
| Annual return | 13.11% | 1724.20%-1711.1pp | 1293.02%-1279.9pp | 302.83%-289.7pp |
| Employer contribution / active EE | $712 | $3,689-80.7% | $3,262-78.2% | $4,761-85.0% |
| Participant deferral / active EE | $1,491 | $4,348-65.7% | $3,963-62.4% | $5,982-75.1% |
| Admin fee / account holder | $3,590 | $6,501-44.8% | $5,611-36.0% | $11,246-68.1% |