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 | $24,656 | $70,756-65.2% | $65,493-62.4% | $142,382-82.7% |
| Participation rate | 33.3% | 77.4%-44.0pp | 73.1%-39.8pp | 80.1%-46.8pp |
| Annual return | 15.96% | 1754.89%-1738.9pp | 982.45%-966.5pp | 217.08%-201.1pp |
| Employer contribution / active EE | $1,577 | $2,881-45.2% | $2,574-38.7% | $4,299-63.3% |
| Participant deferral / active EE | $1,641 | $4,637-64.6% | $3,961-58.6% | $6,507-74.8% |
| Admin fee / account holder | $4,290 | $6,559-34.6% | $5,028-14.7% | $12,624-66.0% |