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 | $20,810 | $73,515-71.7% | $62,995-67.0% | $147,584-85.9% |
| Participation rate | 52.6% | 77.9%-25.2pp | 74.8%-22.2pp | 82.8%-30.2pp |
| Annual return | 12.17% | 175.43%-163.3pp | 87.57%-75.4pp | 578.55%-566.4pp |
| Employer contribution / active EE | $1,193 | $3,320-64.1% | $2,759-56.8% | $4,876-75.5% |
| Participant deferral / active EE | $5,017 | $4,185+19.9% | $3,329+50.7% | $5,439-7.8% |
| Admin fee / account holder | $2,933 | $5,953-50.7% | $3,600-18.5% | $10,885-73.1% |