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 | $15,481 | $72,400-78.6% | $67,502-77.1% | $145,922-89.4% |
| Participation rate | 64.3% | 76.9%-12.6pp | 72.9%-8.6pp | 80.3%-16.0pp |
| Annual return | 16.45% | 7182.46%-7166.0pp | 3512.12%-3495.7pp | 561.29%-544.8pp |
| Employer contribution / active EE | $1,535 | $3,069-50.0% | $2,731-43.8% | $4,660-67.1% |
| Participant deferral / active EE | $2,155 | $4,783-54.9% | $4,000-46.1% | $6,688-67.8% |
| Admin fee / account holder | $1,487 | $5,539-73.2% | $3,998-62.8% | $13,397-88.9% |