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 | $26,820 | $109,817-75.6% | $98,442-72.8% | $167,490-84.0% |
| Participation rate | 66.7% | 75.8%-9.2pp | 73.3%-6.7pp | 82.1%-15.4pp |
| Annual return | 13.53% | 1956.69%-1943.2pp | 1492.73%-1479.2pp | 478.56%-465.0pp |
| Employer contribution / active EE | $1,235 | $3,224-61.7% | $2,960-58.3% | $4,837-74.5% |
| Participant deferral / active EE | $1,512 | $4,673-67.6% | $4,276-64.6% | $6,341-76.2% |
| Admin fee / account holder | $355 | $6,753-94.7% | $5,949-94.0% | $12,309-97.1% |