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 | $13,243 | $88,751-85.1% | $81,812-83.8% | $145,922-90.9% |
| Participation rate | 42.9% | 75.0%-32.2pp | 72.3%-29.5pp | 80.3%-37.4pp |
| Annual return | 19.19% | 1025.40%-1006.2pp | 773.79%-754.6pp | 561.29%-542.1pp |
| Employer contribution / active EE | $434 | $3,083-85.9% | $2,912-85.1% | $4,660-90.7% |
| Participant deferral / active EE | $1,112 | $4,643-76.1% | $4,319-74.3% | $6,688-83.4% |
| Admin fee / account holder | $1,543 | $8,415-81.7% | $7,386-79.1% | $13,397-88.5% |