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 | $44,885 | $49,922-10.1% | $80,569-44.3% | $75,163-40.3% |
| Participation rate | 59.1% | 55.3%+3.8pp | 67.0%-7.9pp | 67.2%-8.1pp |
| Annual return | 39.26% | 34.69%+4.6pp | 935.43%-896.2pp | 160.62%-121.4pp |
| Employer contribution / active EE | $1,341 | $1,698-21.1% | $2,723-50.8% | $2,670-49.8% |
| Participant deferral / active EE | $2,095 | $2,990-29.9% | $4,447-52.9% | $4,125-49.2% |
| Admin fee / account holder | $646 | $3,577-82.0% | $5,377-88.0% | $5,651-88.6% |