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 6-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 | $26,893 | $96,305-72.1% | $80,569-66.6% | $139,434-80.7% |
| Participation rate | 66.7% | 73.6%-7.0pp | 67.0%-0.3pp | 80.3%-13.7pp |
| Annual return | 19.70% | 1350.08%-1330.4pp | 935.43%-915.7pp | 372.94%-353.2pp |
| Employer contribution / active EE | $1,495 | $3,262-54.2% | $2,723-45.1% | $4,751-68.5% |
| Participant deferral / active EE | $1,483 | $5,232-71.6% | $4,447-66.6% | $6,710-77.9% |
| Admin fee / account holder | $569 | $6,599-91.4% | $5,377-89.4% | $11,403-95.0% |