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 | $27,226 | $176,662-84.6% | $130,648-79.2% | $152,861-82.2% |
| Participation rate | 61.5% | 79.0%-17.4pp | 71.7%-10.2pp | 82.4%-20.9pp |
| Annual return | 14.99% | 2692.24%-2677.2pp | 1708.96%-1694.0pp | 345.32%-330.3pp |
| Employer contribution / active EE | $1,254 | $5,742-78.2% | $4,092-69.4% | $4,762-73.7% |
| Participant deferral / active EE | $2,078 | $4,361-52.4% | $3,603-42.3% | $5,850-64.5% |
| Admin fee / account holder | $1,119 | $7,133-84.3% | $5,464-79.5% | $11,596-90.3% |