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 | $49,083 | $156,846-68.7% | $121,098-59.5% | $139,434-64.8% |
| Participation rate | 68.4% | 76.4%-8.0pp | 69.5%-1.1pp | 80.3%-11.9pp |
| Annual return | 12.04% | 1474.56%-1462.5pp | 985.75%-973.7pp | 372.94%-360.9pp |
| Employer contribution / active EE | $1,181 | $5,536-78.7% | $4,164-71.6% | $4,751-75.1% |
| Participant deferral / active EE | $2,847 | $4,844-41.2% | $4,080-30.2% | $6,710-57.6% |
| Admin fee / account holder | $522 | $6,946-92.5% | $5,644-90.8% | $11,403-95.4% |