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 | $69,030 | $150,440-54.1% | $136,294-49.4% | $147,584-53.2% |
| Participation rate | 40.0% | 84.4%-44.4pp | 81.9%-41.9pp | 82.8%-42.8pp |
| Annual return | 20.39% | 1049.08%-1028.7pp | 5155.94%-5135.5pp | 578.55%-558.2pp |
| Employer contribution / active EE | $1,091 | $5,256-79.2% | $4,695-76.8% | $4,876-77.6% |
| Participant deferral / active EE | $4,660 | $6,630-29.7% | $6,247-25.4% | $5,439-14.3% |
| Admin fee / account holder | $400 | $10,905-96.3% | $9,243-95.7% | $10,885-96.3% |