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 | $69,647 | $99,020-29.7% | $86,590-19.6% | $147,584-52.8% |
| Participation rate | 58.8% | 76.3%-17.5pp | 73.5%-14.7pp | 82.8%-24.0pp |
| Annual return | 17.78% | 1312.34%-1294.6pp | 964.84%-947.1pp | 578.55%-560.8pp |
| Employer contribution / active EE | $1,518 | $3,132-51.5% | $2,839-46.5% | $4,876-68.9% |
| Participant deferral / active EE | $3,823 | $3,972-3.7% | $3,609+6.0% | $5,439-29.7% |
| Admin fee / account holder | $667 | $5,710-88.3% | $4,906-86.4% | $10,885-93.9% |