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 | $32,474 | $49,173-34.0% | $121,098-73.2% | $75,163-56.8% |
| Participation rate | 52.2% | 55.4%-3.2pp | 69.5%-17.3pp | 67.2%-15.0pp |
| Annual return | 18.45% | 55.99%-37.5pp | 985.75%-967.3pp | 160.62%-142.2pp |
| Employer contribution / active EE | $1,218 | $1,546-21.2% | $4,164-70.7% | $2,670-54.4% |
| Participant deferral / active EE | $2,070 | $2,628-21.2% | $4,080-49.2% | $4,125-49.8% |
| Admin fee / account holder | $1,816 | $3,942-53.9% | $5,644-67.8% | $5,651-67.9% |