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 | $24,886 | $102,966-75.8% | $90,281-72.4% | $152,861-83.7% |
| Participation rate | 57.1% | 75.9%-18.7pp | 73.3%-16.1pp | 82.4%-25.3pp |
| Annual return | 20.10% | 95.16%-75.1pp | 78.10%-58.0pp | 345.32%-325.2pp |
| Employer contribution / active EE | $1,301 | $3,139-58.6% | $2,854-54.4% | $4,762-72.7% |
| Participant deferral / active EE | $4,288 | $4,281+0.1% | $3,885+10.4% | $5,850-26.7% |
| Admin fee / account holder | $1,836 | $6,171-70.2% | $5,351-65.7% | $11,596-84.2% |