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 | $63,209 | $156,846-59.7% | $121,098-47.8% | $139,434-54.7% |
| Participation rate | 57.1% | 76.4%-19.3pp | 69.5%-12.3pp | 80.3%-23.2pp |
| Annual return | 35.78% | 1474.56%-1438.8pp | 985.75%-950.0pp | 372.94%-337.2pp |
| Employer contribution / active EE | $1,308 | $5,536-76.4% | $4,164-68.6% | $4,751-72.5% |
| Participant deferral / active EE | $5,215 | $4,844+7.7% | $4,080+27.8% | $6,710-22.3% |
| Admin fee / account holder | $953 | $6,946-86.3% | $5,644-83.1% | $11,403-91.6% |