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 | $34,190 | $100,852-66.1% | $90,404-62.2% | $158,922-78.5% |
| Participation rate | 46.7% | 75.0%-28.4pp | 72.7%-26.0pp | 82.0%-35.3pp |
| Annual return | 13.47% | 1724.20%-1710.7pp | 1293.02%-1279.5pp | 302.83%-289.4pp |
| Employer contribution / active EE | $1,143 | $3,689-69.0% | $3,262-64.9% | $4,761-76.0% |
| Participant deferral / active EE | $2,453 | $4,348-43.6% | $3,963-38.1% | $5,982-59.0% |
| Admin fee / account holder | $4,173 | $6,501-35.8% | $5,611-25.6% | $11,246-62.9% |