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 | $77,000 | $102,604-25.0% | $86,188-10.7% | $139,434-44.8% |
| Participation rate | 42.9% | 74.5%-31.6pp | 69.0%-26.1pp | 80.3%-37.5pp |
| Annual return | 16.52% | 1922.51%-1906.0pp | 1168.45%-1151.9pp | 372.94%-356.4pp |
| Employer contribution / active EE | $734 | $3,032-75.8% | $2,380-69.2% | $4,751-84.6% |
| Participant deferral / active EE | $1,561 | $4,676-66.6% | $3,985-60.8% | $6,710-76.7% |
| Admin fee / account holder | $854 | $8,657-90.1% | $6,852-87.5% | $11,403-92.5% |