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 | $19,919 | $84,695-76.5% | $73,843-73.0% | $125,391-84.1% |
| Participation rate | 57.1% | 76.8%-19.6pp | 73.4%-16.3pp | 83.2%-26.0pp |
| Annual return | 5.14% | 3123.53%-3118.4pp | 2267.84%-2262.7pp | 282.22%-277.1pp |
| Employer contribution / active EE | $260 | $3,123-91.7% | $2,787-90.7% | $4,866-94.7% |
| Participant deferral / active EE | $1,098 | $3,992-72.5% | $3,583-69.4% | $5,352-79.5% |
| Admin fee / account holder | $2,165 | $5,691-62.0% | $4,880-55.6% | $9,540-77.3% |