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 | $29,762 | $102,966-71.1% | $90,281-67.0% | $152,861-80.5% |
| Participation rate | 43.8% | 75.9%-32.1pp | 73.3%-29.5pp | 82.4%-38.7pp |
| Annual return | 20.03% | 95.16%-75.1pp | 78.10%-58.1pp | 345.32%-325.3pp |
| Employer contribution / active EE | $1,049 | $3,139-66.6% | $2,854-63.3% | $4,762-78.0% |
| Participant deferral / active EE | $1,443 | $4,281-66.3% | $3,885-62.9% | $5,850-75.3% |
| Admin fee / account holder | $774 | $6,171-87.5% | $5,351-85.5% | $11,596-93.3% |