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 | $26,147 | $99,020-73.6% | $86,590-69.8% | $147,584-82.3% |
| Participation rate | 66.7% | 76.3%-9.7pp | 73.5%-6.9pp | 82.8%-16.2pp |
| Annual return | 14.97% | 1312.34%-1297.4pp | 964.84%-949.9pp | 578.55%-563.6pp |
| Employer contribution / active EE | $5,492 | $3,132+75.3% | $2,839+93.4% | $4,876+12.6% |
| Participant deferral / active EE | $3,712 | $3,972-6.6% | $3,609+2.9% | $5,439-31.8% |
| Admin fee / account holder | $736 | $5,710-87.1% | $4,906-85.0% | $10,885-93.2% |