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 | $54,356 | $107,934-49.6% | $91,989-40.9% | $152,861-64.4% |
| Participation rate | 62.5% | 81.2%-18.7pp | 78.6%-16.1pp | 82.4%-19.9pp |
| Annual return | 249.67% | 89.24%+160.4pp | 69.02%+180.6pp | 345.32%-95.7pp |
| Employer contribution / active EE | $0 | $4,210-100.0% | $3,452-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $4,767 | $6,364-25.1% | $5,923-19.5% | $5,850-18.5% |
| Admin fee / account holder | $7,755 | $10,520-26.3% | $7,743+0.2% | $11,596-33.1% |