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 | $33,814 | $100,852-66.5% | $90,404-62.6% | $158,922-78.7% |
| Participation rate | 61.1% | 75.0%-13.9pp | 72.7%-11.6pp | 82.0%-20.8pp |
| Annual return | 10.18% | 1724.20%-1714.0pp | 1293.02%-1282.8pp | 302.83%-292.6pp |
| Employer contribution / active EE | $634 | $3,689-82.8% | $3,262-80.6% | $4,761-86.7% |
| Participant deferral / active EE | $1,153 | $4,348-73.5% | $3,963-70.9% | $5,982-80.7% |
| Admin fee / account holder | $10,811 | $6,501+66.3% | $5,611+92.7% | $11,246-3.9% |