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 | $15,369 | $169,032-90.9% | $129,207-88.1% | $145,922-89.5% |
| Participation rate | 55.6% | 76.4%-20.9pp | 69.6%-14.1pp | 80.3%-24.7pp |
| Annual return | 27.49% | 14330.11%-14302.6pp | 9417.33%-9389.8pp | 561.29%-533.8pp |
| Employer contribution / active EE | $1,126 | $5,537-79.7% | $4,153-72.9% | $4,660-75.8% |
| Participant deferral / active EE | $1,126 | $4,987-77.4% | $4,168-73.0% | $6,688-83.2% |
| Admin fee / account holder | $4,071 | $9,954-59.1% | $7,715-47.2% | $13,397-69.6% |