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 | $35,649 | $88,751-59.8% | $81,812-56.4% | $145,922-75.6% |
| Participation rate | 55.6% | 75.0%-19.5pp | 72.3%-16.8pp | 80.3%-24.7pp |
| Annual return | 15.86% | 1025.40%-1009.5pp | 773.79%-757.9pp | 561.29%-545.4pp |
| Employer contribution / active EE | $557 | $3,083-81.9% | $2,912-80.9% | $4,660-88.0% |
| Participant deferral / active EE | $1,497 | $4,643-67.7% | $4,319-65.3% | $6,688-77.6% |
| Admin fee / account holder | $322 | $8,415-96.2% | $7,386-95.6% | $13,397-97.6% |