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 | $26,134 | $176,662-85.2% | $130,648-80.0% | $152,861-82.9% |
| Participation rate | 61.1% | 79.0%-17.8pp | 71.7%-10.6pp | 82.4%-21.3pp |
| Annual return | 17.16% | 2692.24%-2675.1pp | 1708.96%-1691.8pp | 345.32%-328.2pp |
| Employer contribution / active EE | $180 | $5,742-96.9% | $4,092-95.6% | $4,762-96.2% |
| Participant deferral / active EE | $1,922 | $4,361-55.9% | $3,603-46.7% | $5,850-67.2% |
| Admin fee / account holder | $3,719 | $7,133-47.9% | $5,464-31.9% | $11,596-67.9% |