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 | $59,487 | $150,440-60.5% | $136,294-56.4% | $147,584-59.7% |
| Participation rate | 60.0% | 84.4%-24.4pp | 81.9%-21.9pp | 82.8%-22.8pp |
| Annual return | 12.07% | 1049.08%-1037.0pp | 5155.94%-5143.9pp | 578.55%-566.5pp |
| Employer contribution / active EE | $1,068 | $5,256-79.7% | $4,695-77.3% | $4,876-78.1% |
| Participant deferral / active EE | $2,140 | $6,630-67.7% | $6,247-65.7% | $5,439-60.7% |
| Admin fee / account holder | $613 | $10,905-94.4% | $9,243-93.4% | $10,885-94.4% |