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 | $27,560 | $169,032-83.7% | $129,207-78.7% | $145,922-81.1% |
| Participation rate | 57.1% | 76.4%-19.3pp | 69.6%-12.5pp | 80.3%-23.1pp |
| Annual return | 17.84% | 14330.11%-14312.3pp | 9417.33%-9399.5pp | 561.29%-543.4pp |
| Employer contribution / active EE | $1,119 | $5,537-79.8% | $4,153-73.1% | $4,660-76.0% |
| Participant deferral / active EE | $1,658 | $4,987-66.8% | $4,168-60.2% | $6,688-75.2% |
| Admin fee / account holder | $4,812 | $9,954-51.7% | $7,715-37.6% | $13,397-64.1% |