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 | $23,798 | $96,305-75.3% | $80,569-70.5% | $139,434-82.9% |
| Participation rate | 57.1% | 73.6%-16.5pp | 67.0%-9.9pp | 80.3%-23.2pp |
| Annual return | 15.09% | 1350.08%-1335.0pp | 935.43%-920.3pp | 372.94%-357.9pp |
| Employer contribution / active EE | $1,116 | $3,262-65.8% | $2,723-59.0% | $4,751-76.5% |
| Participant deferral / active EE | $3,181 | $5,232-39.2% | $4,447-28.5% | $6,710-52.6% |
| Admin fee / account holder | $361 | $6,599-94.5% | $5,377-93.3% | $11,403-96.8% |