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 | $50,767 | $62,327-18.5% | $120,354-57.8% | $74,495-31.9% |
| Participation rate | 34.7% | 56.8%-22.1pp | 71.9%-37.2pp | 67.2%-32.5pp |
| Annual return | 13.17% | 18.61%-5.4pp | 107.15%-94.0pp | 1364.94%-1351.8pp |
| Employer contribution / active EE | $1,024 | $1,843-44.4% | $3,463-70.4% | $2,623-60.9% |
| Participant deferral / active EE | $1,467 | $2,893-49.3% | $4,991-70.6% | $4,346-66.3% |
| Admin fee / account holder | $2,561 | $2,396+6.9% | $9,423-72.8% | $1,942+31.9% |