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 | $36,252 | $180,449-79.9% | $154,107-76.5% | $135,375-73.2% |
| Participation rate | 66.7% | 87.4%-20.8pp | 83.0%-16.4pp | 82.6%-16.0pp |
| Annual return | 32.56% | 888.09%-855.5pp | 735.12%-702.6pp | 519.73%-487.2pp |
| Employer contribution / active EE | $1,806 | $6,035-70.1% | $5,298-65.9% | $4,779-62.2% |
| Participant deferral / active EE | $4,525 | $5,806-22.1% | $5,081-10.9% | $5,609-19.3% |
| Admin fee / account holder | $15,600 | $16,143-3.4% | $13,411+16.3% | $10,827+44.1% |