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 | $33,791 | $100,852-66.5% | $90,404-62.6% | $158,922-78.7% |
| Participation rate | 60.0% | 75.0%-15.0pp | 72.7%-12.7pp | 82.0%-22.0pp |
| Annual return | 8.17% | 1724.20%-1716.0pp | 1293.02%-1284.8pp | 302.83%-294.7pp |
| Employer contribution / active EE | $1,920 | $3,689-48.0% | $3,262-41.2% | $4,761-59.7% |
| Participant deferral / active EE | $1,790 | $4,348-58.8% | $3,963-54.8% | $5,982-70.1% |
| Admin fee / account holder | $14,484 | $6,501+122.8% | $5,611+158.1% | $11,246+28.8% |