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 | $51,946 | $209,411-75.2% | $178,490-70.9% | $158,922-67.3% |
| Participation rate | 50.0% | 86.3%-36.3pp | 81.9%-31.9pp | 82.0%-32.0pp |
| Annual return | 18.21% | 188.75%-170.5pp | 151.07%-132.9pp | 302.83%-284.6pp |
| Employer contribution / active EE | $2,556 | $5,706-55.2% | $5,011-49.0% | $4,761-46.3% |
| Participant deferral / active EE | $4,791 | $5,954-19.5% | $5,202-7.9% | $5,982-19.9% |
| Admin fee / account holder | $2,271 | $17,074-86.7% | $13,984-83.8% | $11,246-79.8% |