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 | $23,184 | $100,852-77.0% | $90,404-74.4% | $158,922-85.4% |
| Participation rate | 63.6% | 75.0%-11.4pp | 72.7%-9.0pp | 82.0%-18.3pp |
| Annual return | 19.64% | 1724.20%-1704.6pp | 1293.02%-1273.4pp | 302.83%-283.2pp |
| Employer contribution / active EE | $1,445 | $3,689-60.8% | $3,262-55.7% | $4,761-69.7% |
| Participant deferral / active EE | $3,305 | $4,348-24.0% | $3,963-16.6% | $5,982-44.8% |
| Admin fee / account holder | $1,676 | $6,501-74.2% | $5,611-70.1% | $11,246-85.1% |