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 | $38,282 | $100,852-62.0% | $90,404-57.7% | $158,922-75.9% |
| Participation rate | 53.8% | 75.0%-21.2pp | 72.7%-18.8pp | 82.0%-28.1pp |
| Annual return | 29.94% | 1724.20%-1694.3pp | 1293.02%-1263.1pp | 302.83%-272.9pp |
| Employer contribution / active EE | $1,581 | $3,689-57.1% | $3,262-51.5% | $4,761-66.8% |
| Participant deferral / active EE | $2,324 | $4,348-46.5% | $3,963-41.4% | $5,982-61.1% |
| Admin fee / account holder | $1,208 | $6,501-81.4% | $5,611-78.5% | $11,246-89.3% |