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 | $39,150 | $57,281-31.7% | $86,612-54.8% | $75,163-47.9% |
| Participation rate | 58.8% | 63.2%-4.4pp | 71.7%-12.9pp | 67.2%-8.4pp |
| Annual return | 14.54% | 2670.75%-2656.2pp | 591.07%-576.5pp | 160.62%-146.1pp |
| Employer contribution / active EE | $1,235 | $2,314-46.7% | $3,022-59.1% | $2,670-53.8% |
| Participant deferral / active EE | $1,774 | $3,318-46.5% | $4,438-60.0% | $4,125-57.0% |
| Admin fee / account holder | $536 | $4,112-87.0% | $5,614-90.4% | $5,651-90.5% |