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 | $28,699 | $210,648-86.4% | $177,989-83.9% | $145,922-80.3% |
| Participation rate | 55.6% | 80.8%-25.2pp | 77.1%-21.5pp | 80.3%-24.7pp |
| Annual return | 8.54% | 385.86%-377.3pp | 294.48%-285.9pp | 561.29%-552.8pp |
| Employer contribution / active EE | $1,539 | $4,565-66.3% | $3,949-61.0% | $4,660-67.0% |
| Participant deferral / active EE | $2,415 | $6,958-65.3% | $6,276-61.5% | $6,688-63.9% |
| Admin fee / account holder | $5,650 | $12,013-53.0% | $10,363-45.5% | $13,397-57.8% |