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 | $54,912 | $99,020-44.5% | $86,590-36.6% | $147,584-62.8% |
| Participation rate | 50.0% | 76.3%-26.3pp | 73.5%-23.5pp | 82.8%-32.8pp |
| Annual return | 23.45% | 1312.34%-1288.9pp | 964.84%-941.4pp | 578.55%-555.1pp |
| Employer contribution / active EE | $1,164 | $3,132-62.8% | $2,839-59.0% | $4,876-76.1% |
| Participant deferral / active EE | $4,765 | $3,972+20.0% | $3,609+32.1% | $5,439-12.4% |
| Admin fee / account holder | $2,591 | $5,710-54.6% | $4,906-47.2% | $10,885-76.2% |