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 | $22,066 | $96,305-77.1% | $80,569-72.6% | $139,434-84.2% |
| Participation rate | 41.2% | 73.6%-32.5pp | 67.0%-25.8pp | 80.3%-39.1pp |
| Annual return | 15.39% | 1350.08%-1334.7pp | 935.43%-920.0pp | 372.94%-357.5pp |
| Employer contribution / active EE | $532 | $3,262-83.7% | $2,723-80.5% | $4,751-88.8% |
| Participant deferral / active EE | $1,064 | $5,232-79.7% | $4,447-76.1% | $6,710-84.1% |
| Admin fee / account holder | $11,278 | $6,599+70.9% | $5,377+109.7% | $11,403-1.1% |