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 | $54,344 | $99,020-45.1% | $86,590-37.2% | $147,584-63.2% |
| Participation rate | 50.0% | 76.3%-26.3pp | 73.5%-23.5pp | 82.8%-32.8pp |
| Annual return | 14.26% | 1312.34%-1298.1pp | 964.84%-950.6pp | 578.55%-564.3pp |
| Employer contribution / active EE | $550 | $3,132-82.4% | $2,839-80.6% | $4,876-88.7% |
| Participant deferral / active EE | $991 | $3,972-75.1% | $3,609-72.5% | $5,439-81.8% |
| Admin fee / account holder | $1,937 | $5,710-66.1% | $4,906-60.5% | $10,885-82.2% |