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 | $12,333 | $156,846-92.1% | $121,098-89.8% | $139,434-91.2% |
| Participation rate | 54.2% | 76.4%-22.2pp | 69.5%-15.3pp | 80.3%-26.2pp |
| Annual return | 10.82% | 1474.56%-1463.7pp | 985.75%-974.9pp | 372.94%-362.1pp |
| Employer contribution / active EE | $852 | $5,536-84.6% | $4,164-79.5% | $4,751-82.1% |
| Participant deferral / active EE | $1,750 | $4,844-63.9% | $4,080-57.1% | $6,710-73.9% |
| Admin fee / account holder | $3,922 | $6,946-43.5% | $5,644-30.5% | $11,403-65.6% |