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 | $44,373 | $99,020-55.2% | $86,590-48.8% | $147,584-69.9% |
| Participation rate | 50.0% | 76.3%-26.3pp | 73.5%-23.5pp | 82.8%-32.8pp |
| Annual return | 29.02% | 1312.34%-1283.3pp | 964.84%-935.8pp | 578.55%-549.5pp |
| Employer contribution / active EE | $160 | $3,132-94.9% | $2,839-94.4% | $4,876-96.7% |
| Participant deferral / active EE | $1,882 | $3,972-52.6% | $3,609-47.9% | $5,439-65.4% |
| Admin fee / account holder | $1,479 | $5,710-74.1% | $4,906-69.9% | $10,885-86.4% |