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 | $50,933 | $74,888-32.0% | $71,209-28.5% | $142,382-64.2% |
| Participation rate | 60.0% | 76.2%-16.2pp | 73.8%-13.8pp | 80.1%-20.1pp |
| Annual return | 27.67% | 345.14%-317.5pp | 282.51%-254.8pp | 217.08%-189.4pp |
| Employer contribution / active EE | $1,868 | $2,854-34.5% | $2,721-31.3% | $4,299-56.5% |
| Participant deferral / active EE | $6,200 | $4,454+39.2% | $4,175+48.5% | $6,507-4.7% |
| Admin fee / account holder | $951 | $5,568-82.9% | $5,349-82.2% | $12,624-92.5% |