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 | $38,585 | $109,817-64.9% | $98,442-60.8% | $167,490-77.0% |
| Participation rate | 65.0% | 75.8%-10.8pp | 73.3%-8.3pp | 82.1%-17.1pp |
| Annual return | 16.43% | 1956.69%-1940.3pp | 1492.73%-1476.3pp | 478.56%-462.1pp |
| Employer contribution / active EE | $1,102 | $3,224-65.8% | $2,960-62.8% | $4,837-77.2% |
| Participant deferral / active EE | $2,772 | $4,673-40.7% | $4,276-35.2% | $6,341-56.3% |
| Admin fee / account holder | $704 | $6,753-89.6% | $5,949-88.2% | $12,309-94.3% |