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 | $48,491 | $55,415-12.5% | $155,509-68.8% | $74,495-34.9% |
| Participation rate | 67.9% | 61.9%+6.0pp | 78.2%-10.3pp | 67.2%+0.7pp |
| Annual return | 12.91% | 268.50%-255.6pp | 64.67%-51.8pp | 1364.94%-1352.0pp |
| Employer contribution / active EE | $1,100 | $2,267-51.5% | $4,672-76.5% | $2,623-58.1% |
| Participant deferral / active EE | $3,465 | $2,836+22.2% | $5,626-38.4% | $4,346-20.3% |
| Admin fee / account holder | $3,139 | $1,738+80.6% | $15,912-80.3% | $1,942+61.6% |