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 | $66,707 | $100,852-33.9% | $90,404-26.2% | $158,922-58.0% |
| Participation rate | 43.8% | 75.0%-31.3pp | 72.7%-28.9pp | 82.0%-38.2pp |
| Annual return | 15.04% | 1724.20%-1709.2pp | 1293.02%-1278.0pp | 302.83%-287.8pp |
| Employer contribution / active EE | $1,326 | $3,689-64.1% | $3,262-59.4% | $4,761-72.2% |
| Participant deferral / active EE | $2,337 | $4,348-46.2% | $3,963-41.0% | $5,982-60.9% |
| Admin fee / account holder | $5,337 | $6,501-17.9% | $5,611-4.9% | $11,246-52.5% |