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 | $22,274 | $100,852-77.9% | $90,404-75.4% | $158,922-86.0% |
| Participation rate | 37.5% | 75.0%-37.5pp | 72.7%-35.2pp | 82.0%-44.5pp |
| Annual return | 16.87% | 1724.20%-1707.3pp | 1293.02%-1276.1pp | 302.83%-286.0pp |
| Employer contribution / active EE | $378 | $3,689-89.8% | $3,262-88.4% | $4,761-92.1% |
| Participant deferral / active EE | $1,046 | $4,348-76.0% | $3,963-73.6% | $5,982-82.5% |
| Admin fee / account holder | $6,139 | $6,501-5.6% | $5,611+9.4% | $11,246-45.4% |