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 | $19,108 | $109,817-82.6% | $98,442-80.6% | $167,490-88.6% |
| Participation rate | 62.5% | 75.8%-13.3pp | 73.3%-10.8pp | 82.1%-19.6pp |
| Annual return | 11.62% | 1956.69%-1945.1pp | 1492.73%-1481.1pp | 478.56%-466.9pp |
| Employer contribution / active EE | $1,189 | $3,224-63.1% | $2,960-59.8% | $4,837-75.4% |
| Participant deferral / active EE | $1,723 | $4,673-63.1% | $4,276-59.7% | $6,341-72.8% |
| Admin fee / account holder | $356 | $6,753-94.7% | $5,949-94.0% | $12,309-97.1% |