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 | $70,504 | $99,877-29.4% | $84,966-17.0% | $145,922-51.7% |
| Participation rate | 46.2% | 74.1%-27.9pp | 67.5%-21.3pp | 80.3%-34.1pp |
| Annual return | 9.99% | 83.76%-73.8pp | 66.38%-56.4pp | 561.29%-551.3pp |
| Employer contribution / active EE | $467 | $3,231-85.5% | $2,727-82.9% | $4,660-90.0% |
| Participant deferral / active EE | $2,325 | $5,291-56.1% | $4,519-48.6% | $6,688-65.2% |
| Admin fee / account holder | $551 | $7,248-92.4% | $6,149-91.0% | $13,397-95.9% |