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 | $25,584 | $150,440-83.0% | $136,294-81.2% | $147,584-82.7% |
| Participation rate | 61.5% | 84.4%-22.9pp | 81.9%-20.4pp | 82.8%-21.3pp |
| Annual return | 15.65% | 1049.08%-1033.4pp | 5155.94%-5140.3pp | 578.55%-562.9pp |
| Employer contribution / active EE | $1,938 | $5,256-63.1% | $4,695-58.7% | $4,876-60.3% |
| Participant deferral / active EE | $3,135 | $6,630-52.7% | $6,247-49.8% | $5,439-42.4% |
| Admin fee / account holder | $304 | $10,905-97.2% | $9,243-96.7% | $10,885-97.2% |