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 | $52,354 | $106,890-51.0% | $84,015-37.7% | $152,861-65.8% |
| Participation rate | 68.2% | 75.2%-7.1pp | 69.0%-0.8pp | 82.4%-14.3pp |
| Annual return | 23.81% | 104.99%-81.2pp | 71.31%-47.5pp | 345.32%-321.5pp |
| Employer contribution / active EE | $500 | $2,734-81.7% | $1,983-74.8% | $4,762-89.5% |
| Participant deferral / active EE | $2,513 | $4,011-37.4% | $3,239-22.4% | $5,850-57.0% |
| Admin fee / account holder | $1,138 | $8,285-86.3% | $6,101-81.3% | $11,596-90.2% |