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 | $24,031 | $109,327-78.0% | $89,391-73.1% | $158,922-84.9% |
| Participation rate | 50.0% | 74.3%-24.3pp | 68.0%-18.0pp | 82.0%-32.0pp |
| Annual return | 14.22% | 345.68%-331.5pp | 245.62%-231.4pp | 302.83%-288.6pp |
| Employer contribution / active EE | $309 | $3,170-90.3% | $2,586-88.1% | $4,761-93.5% |
| Participant deferral / active EE | $2,055 | $4,598-55.3% | $3,890-47.2% | $5,982-65.6% |
| Admin fee / account holder | $425 | $6,153-93.1% | $4,881-91.3% | $11,246-96.2% |