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 | $43,874 | $70,606-37.9% | $53,898-18.6% | $142,382-69.2% |
| Participation rate | 52.6% | 63.7%-11.1pp | 55.0%-2.3pp | 80.1%-27.5pp |
| Annual return | 16.59% | 619.81%-603.2pp | 528.60%-512.0pp | 217.08%-200.5pp |
| Employer contribution / active EE | $1,239 | $1,202+3.0% | $932+32.9% | $4,299-71.2% |
| Participant deferral / active EE | $1,888 | $2,364-20.2% | $1,826+3.4% | $6,507-71.0% |
| Admin fee / account holder | $913 | $2,852-68.0% | $2,491-63.3% | $12,624-92.8% |