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 | $28,442 | $109,327-74.0% | $89,391-68.2% | $158,922-82.1% |
| Participation rate | 59.1% | 74.3%-15.2pp | 68.0%-8.9pp | 82.0%-22.9pp |
| Annual return | 8.94% | 345.68%-336.7pp | 245.62%-236.7pp | 302.83%-293.9pp |
| Employer contribution / active EE | $1,728 | $3,170-45.5% | $2,586-33.1% | $4,761-63.7% |
| Participant deferral / active EE | $3,902 | $4,598-15.1% | $3,890+0.3% | $5,982-34.8% |
| Admin fee / account holder | $23,396 | $6,153+280.2% | $4,881+379.3% | $11,246+108.0% |