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 | $25,024 | $109,982-77.2% | $97,226-74.3% | $145,922-82.9% |
| Participation rate | 66.7% | 75.9%-9.3pp | 72.7%-6.0pp | 80.3%-13.6pp |
| Annual return | 11.05% | 242.90%-231.9pp | 75.13%-64.1pp | 561.29%-550.2pp |
| Employer contribution / active EE | $400 | $3,084-87.0% | $2,729-85.3% | $4,660-91.4% |
| Participant deferral / active EE | $1,600 | $4,676-65.8% | $4,264-62.5% | $6,688-76.1% |
| Admin fee / account holder | $4,780 | $6,221-23.2% | $5,654-15.5% | $13,397-64.3% |