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 | $27,817 | $109,817-74.7% | $98,442-71.7% | $167,490-83.4% |
| Participation rate | 38.9% | 75.8%-36.9pp | 73.3%-34.4pp | 82.1%-43.2pp |
| Annual return | 27.48% | 1956.69%-1929.2pp | 1492.73%-1465.2pp | 478.56%-451.1pp |
| Employer contribution / active EE | $1,043 | $3,224-67.6% | $2,960-64.8% | $4,837-78.4% |
| Participant deferral / active EE | $2,554 | $4,673-45.3% | $4,276-40.3% | $6,341-59.7% |
| Admin fee / account holder | $1,448 | $6,753-78.6% | $5,949-75.7% | $12,309-88.2% |