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 | $23,321 | $118,680-80.3% | $98,907-76.4% | $158,922-85.3% |
| Participation rate | 66.7% | 77.8%-11.2pp | 76.0%-9.4pp | 82.0%-15.3pp |
| Annual return | 25.33% | 372.35%-347.0pp | 196.43%-171.1pp | 302.83%-277.5pp |
| Employer contribution / active EE | $1,324 | $3,333-60.3% | $2,689-50.8% | $4,761-72.2% |
| Participant deferral / active EE | $2,056 | $5,088-59.6% | $4,244-51.6% | $5,982-65.6% |
| Admin fee / account holder | $1,672 | $10,131-83.5% | $6,642-74.8% | $11,246-85.1% |