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 | $39,984 | $99,020-59.6% | $86,590-53.8% | $147,584-72.9% |
| Participation rate | 58.3% | 76.3%-18.0pp | 73.5%-15.2pp | 82.8%-24.5pp |
| Annual return | 13.19% | 1312.34%-1299.1pp | 964.84%-951.6pp | 578.55%-565.4pp |
| Employer contribution / active EE | $1,251 | $3,132-60.1% | $2,839-55.9% | $4,876-74.3% |
| Participant deferral / active EE | $4,313 | $3,972+8.6% | $3,609+19.5% | $5,439-20.7% |
| Admin fee / account holder | $334 | $5,710-94.1% | $4,906-93.2% | $10,885-96.9% |