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 | $18,617 | $105,126-82.3% | $94,646-80.3% | $139,434-86.6% |
| Participation rate | 66.7% | 82.4%-15.7pp | 80.8%-14.2pp | 80.3%-13.7pp |
| Annual return | 18.68% | 38.03%-19.3pp | 156.71%-138.0pp | 372.94%-354.3pp |
| Employer contribution / active EE | $1,287 | $4,106-68.7% | $3,672-65.0% | $4,751-72.9% |
| Participant deferral / active EE | $8,187 | $7,599+7.7% | $7,418+10.4% | $6,710+22.0% |
| Admin fee / account holder | $1,616 | $8,984-82.0% | $7,231-77.6% | $11,403-85.8% |