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 | $34,803 | $99,020-64.9% | $86,590-59.8% | $147,584-76.4% |
| Participation rate | 66.7% | 76.3%-9.7pp | 73.5%-6.9pp | 82.8%-16.2pp |
| Annual return | 21.71% | 1312.34%-1290.6pp | 964.84%-943.1pp | 578.55%-556.8pp |
| Employer contribution / active EE | $6,568 | $3,132+109.7% | $2,839+131.3% | $4,876+34.7% |
| Participant deferral / active EE | $12,104 | $3,972+204.7% | $3,609+235.4% | $5,439+122.5% |
| Admin fee / account holder | $368 | $5,710-93.6% | $4,906-92.5% | $10,885-96.6% |