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 | $32,845 | $202,318-83.8% | $172,739-81.0% | $152,861-78.5% |
| Participation rate | 55.6% | 87.1%-31.5pp | 82.6%-27.1pp | 82.4%-26.9pp |
| Annual return | 25.03% | 1029.65%-1004.6pp | 802.84%-777.8pp | 345.32%-320.3pp |
| Employer contribution / active EE | $1,812 | $5,856-69.1% | $5,143-64.8% | $4,762-62.0% |
| Participant deferral / active EE | $2,727 | $5,948-54.2% | $5,198-47.5% | $5,850-53.4% |
| Admin fee / account holder | $711 | $17,109-95.8% | $13,954-94.9% | $11,596-93.9% |