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 | $30,516 | $99,020-69.2% | $86,590-64.8% | $147,584-79.3% |
| Participation rate | 68.2% | 76.3%-8.2pp | 73.5%-5.4pp | 82.8%-14.6pp |
| Annual return | 18.21% | 1312.34%-1294.1pp | 964.84%-946.6pp | 578.55%-560.3pp |
| Employer contribution / active EE | $1,330 | $3,132-57.5% | $2,839-53.2% | $4,876-72.7% |
| Participant deferral / active EE | $3,898 | $3,972-1.9% | $3,609+8.0% | $5,439-28.3% |
| Admin fee / account holder | $1,269 | $5,710-77.8% | $4,906-74.1% | $10,885-88.3% |