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 6-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 | $38,225 | $96,305-60.3% | $80,569-52.6% | $139,434-72.6% |
| Participation rate | 26.1% | 73.6%-47.5pp | 67.0%-40.9pp | 80.3%-54.2pp |
| Annual return | 30.42% | 1350.08%-1319.7pp | 935.43%-905.0pp | 372.94%-342.5pp |
| Employer contribution / active EE | $1,454 | $3,262-55.4% | $2,723-46.6% | $4,751-69.4% |
| Participant deferral / active EE | $1,461 | $5,232-72.1% | $4,447-67.2% | $6,710-78.2% |
| Admin fee / account holder | $525 | $6,599-92.0% | $5,377-90.2% | $11,403-95.4% |