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 | $18,284 | $114,047-84.0% | $96,139-81.0% | $167,490-89.1% |
| Participation rate | 45.5% | 75.1%-29.6pp | 68.4%-23.0pp | 82.1%-36.7pp |
| Annual return | 15.29% | 189.88%-174.6pp | 191.94%-176.7pp | 478.56%-463.3pp |
| Employer contribution / active EE | $1,905 | $3,427-44.4% | $2,797-31.9% | $4,837-60.6% |
| Participant deferral / active EE | $3,174 | $5,194-38.9% | $4,349-27.0% | $6,341-50.0% |
| Admin fee / account holder | $1,996 | $6,897-71.1% | $5,537-63.9% | $12,309-83.8% |