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 | $58,760 | $150,440-60.9% | $136,294-56.9% | $147,584-60.2% |
| Participation rate | 46.2% | 84.4%-38.3pp | 81.9%-35.8pp | 82.8%-36.7pp |
| Annual return | 19.24% | 1049.08%-1029.8pp | 5155.94%-5136.7pp | 578.55%-559.3pp |
| Employer contribution / active EE | $2,198 | $5,256-58.2% | $4,695-53.2% | $4,876-54.9% |
| Participant deferral / active EE | $7,018 | $6,630+5.8% | $6,247+12.3% | $5,439+29.0% |
| Admin fee / account holder | $2,104 | $10,905-80.7% | $9,243-77.2% | $10,885-80.7% |