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 | $53,310 | $96,305-44.6% | $80,569-33.8% | $139,434-61.8% |
| Participation rate | 69.6% | 73.6%-4.1pp | 67.0%+2.6pp | 80.3%-10.8pp |
| Annual return | 17.34% | 1350.08%-1332.7pp | 935.43%-918.1pp | 372.94%-355.6pp |
| Employer contribution / active EE | $2,961 | $3,262-9.2% | $2,723+8.7% | $4,751-37.7% |
| Participant deferral / active EE | $7,686 | $5,232+46.9% | $4,447+72.8% | $6,710+14.5% |
| Admin fee / account holder | $440 | $6,599-93.3% | $5,377-91.8% | $11,403-96.1% |