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 | $52,046 | $57,281-9.1% | $86,612-39.9% | $75,163-30.8% |
| Participation rate | 57.7% | 63.2%-5.5pp | 71.7%-14.0pp | 67.2%-9.4pp |
| Annual return | 21.54% | 2670.75%-2649.2pp | 591.07%-569.5pp | 160.62%-139.1pp |
| Employer contribution / active EE | $3,488 | $2,314+50.7% | $3,022+15.4% | $2,670+30.6% |
| Participant deferral / active EE | $5,873 | $3,318+77.0% | $4,438+32.3% | $4,125+42.4% |
| Admin fee / account holder | $3,375 | $4,112-17.9% | $5,614-39.9% | $5,651-40.3% |