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 | $46,984 | $81,625-42.4% | $58,482-19.7% | $139,434-66.3% |
| Participation rate | 13.0% | 61.3%-48.3pp | 50.9%-37.8pp | 80.3%-67.3pp |
| Annual return | 15.68% | 7404.20%-7388.5pp | 4239.32%-4223.6pp | 372.94%-357.3pp |
| Employer contribution / active EE | $272 | $1,398-80.6% | $1,053-74.2% | $4,751-94.3% |
| Participant deferral / active EE | $284 | $2,557-88.9% | $1,924-85.2% | $6,710-95.8% |
| Admin fee / account holder | $349 | $3,265-89.3% | $2,516-86.1% | $11,403-96.9% |