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 | $10,193 | $100,852-89.9% | $90,404-88.7% | $158,922-93.6% |
| Participation rate | 38.5% | 75.0%-36.6pp | 72.7%-34.2pp | 82.0%-43.5pp |
| Annual return | 20.06% | 1724.20%-1704.1pp | 1293.02%-1273.0pp | 302.83%-282.8pp |
| Employer contribution / active EE | $989 | $3,689-73.2% | $3,262-69.7% | $4,761-79.2% |
| Participant deferral / active EE | $1,348 | $4,348-69.0% | $3,963-66.0% | $5,982-77.5% |
| Admin fee / account holder | $371 | $6,501-94.3% | $5,611-93.4% | $11,246-96.7% |