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 | $48,575 | $63,346-23.3% | $92,233-47.3% | $70,131-30.7% |
| Participation rate | 65.7% | 68.7%-3.0pp | 76.5%-10.8pp | 69.5%-3.8pp |
| Annual return | 14.63% | 530.12%-515.5pp | 176.28%-161.7pp | 73.14%-58.5pp |
| Employer contribution / active EE | $1,995 | $2,471-19.3% | $3,679-45.8% | $2,342-14.8% |
| Participant deferral / active EE | $4,762 | $2,854+66.9% | $3,897+22.2% | $3,332+42.9% |
| Admin fee / account holder | $9,452 | $3,840+146.1% | $5,194+82.0% | $4,645+103.5% |