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 | $21,629 | $100,852-78.6% | $90,404-76.1% | $158,922-86.4% |
| Participation rate | 55.6% | 75.0%-19.5pp | 72.7%-17.1pp | 82.0%-26.4pp |
| Annual return | 10.33% | 1724.20%-1713.9pp | 1293.02%-1282.7pp | 302.83%-292.5pp |
| Employer contribution / active EE | $924 | $3,689-74.9% | $3,262-71.7% | $4,761-80.6% |
| Participant deferral / active EE | $2,142 | $4,348-50.7% | $3,963-46.0% | $5,982-64.2% |
| Admin fee / account holder | $1,330 | $6,501-79.5% | $5,611-76.3% | $11,246-88.2% |