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 | $23,972 | $100,852-76.2% | $90,404-73.5% | $158,922-84.9% |
| Participation rate | 26.1% | 75.0%-48.9pp | 72.7%-46.6pp | 82.0%-55.9pp |
| Annual return | 9.08% | 1724.20%-1715.1pp | 1293.02%-1283.9pp | 302.83%-293.7pp |
| Employer contribution / active EE | $502 | $3,689-86.4% | $3,262-84.6% | $4,761-89.5% |
| Participant deferral / active EE | $1,004 | $4,348-76.9% | $3,963-74.7% | $5,982-83.2% |
| Admin fee / account holder | $8,389 | $6,501+29.0% | $5,611+49.5% | $11,246-25.4% |