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 | $25,531 | $102,604-75.1% | $86,188-70.4% | $139,434-81.7% |
| Participation rate | 63.6% | 74.5%-10.9pp | 69.0%-5.3pp | 80.3%-16.7pp |
| Annual return | 10.74% | 1922.51%-1911.8pp | 1168.45%-1157.7pp | 372.94%-362.2pp |
| Employer contribution / active EE | $922 | $3,032-69.6% | $2,380-61.3% | $4,751-80.6% |
| Participant deferral / active EE | $2,435 | $4,676-47.9% | $3,985-38.9% | $6,710-63.7% |
| Admin fee / account holder | $1,321 | $8,657-84.7% | $6,852-80.7% | $11,403-88.4% |