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 | $29,239 | $100,852-71.0% | $90,404-67.7% | $158,922-81.6% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.7%-22.7pp | 82.0%-32.0pp |
| Annual return | 14.97% | 1724.20%-1709.2pp | 1293.02%-1278.0pp | 302.83%-287.9pp |
| Employer contribution / active EE | $659 | $3,689-82.1% | $3,262-79.8% | $4,761-86.2% |
| Participant deferral / active EE | $798 | $4,348-81.7% | $3,963-79.9% | $5,982-86.7% |
| Admin fee / account holder | $353 | $6,501-94.6% | $5,611-93.7% | $11,246-96.9% |