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 | $29,449 | $99,020-70.3% | $86,590-66.0% | $147,584-80.0% |
| Participation rate | 68.2% | 76.3%-8.2pp | 73.5%-5.4pp | 82.8%-14.6pp |
| Annual return | 13.91% | 1312.34%-1298.4pp | 964.84%-950.9pp | 578.55%-564.6pp |
| Employer contribution / active EE | $333 | $3,132-89.4% | $2,839-88.3% | $4,876-93.2% |
| Participant deferral / active EE | $1,363 | $3,972-65.7% | $3,609-62.2% | $5,439-74.9% |
| Admin fee / account holder | $1,660 | $5,710-70.9% | $4,906-66.2% | $10,885-84.7% |