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 | $11,765 | $156,846-92.5% | $121,098-90.3% | $139,434-91.6% |
| Participation rate | 60.0% | 76.4%-16.4pp | 69.5%-9.5pp | 80.3%-20.3pp |
| Annual return | 17.98% | 1474.56%-1456.6pp | 985.75%-967.8pp | 372.94%-355.0pp |
| Employer contribution / active EE | $1,114 | $5,536-79.9% | $4,164-73.2% | $4,751-76.5% |
| Participant deferral / active EE | $1,114 | $4,844-77.0% | $4,080-72.7% | $6,710-83.4% |
| Admin fee / account holder | $628 | $6,946-91.0% | $5,644-88.9% | $11,403-94.5% |