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 | $22,740 | $109,982-79.3% | $97,226-76.6% | $145,922-84.4% |
| Participation rate | 64.3% | 75.9%-11.7pp | 72.7%-8.4pp | 80.3%-16.0pp |
| Annual return | 36.63% | 242.90%-206.3pp | 75.13%-38.5pp | 561.29%-524.7pp |
| Employer contribution / active EE | $473 | $3,084-84.7% | $2,729-82.7% | $4,660-89.9% |
| Participant deferral / active EE | $1,145 | $4,676-75.5% | $4,264-73.1% | $6,688-82.9% |
| Admin fee / account holder | $1,173 | $6,221-81.2% | $5,654-79.3% | $13,397-91.2% |