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 | $38,711 | $100,852-61.6% | $90,404-57.2% | $158,922-75.6% |
| Participation rate | 60.0% | 75.0%-15.0pp | 72.7%-12.7pp | 82.0%-22.0pp |
| Annual return | 15.87% | 1724.20%-1708.3pp | 1293.02%-1277.1pp | 302.83%-287.0pp |
| Employer contribution / active EE | $3,547 | $3,689-3.8% | $3,262+8.7% | $4,761-25.5% |
| Participant deferral / active EE | $4,620 | $4,348+6.3% | $3,963+16.6% | $5,982-22.8% |
| Admin fee / account holder | $1,681 | $6,501-74.1% | $5,611-70.0% | $11,246-85.1% |