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 | $48,579 | $70,587-31.2% | $124,672-61.0% | $85,850-43.4% |
| Participation rate | 59.3% | 64.4%-5.2pp | 74.6%-15.4pp | 69.3%-10.1pp |
| Annual return | 15.60% | 20688.83%-20673.2pp | 5142.93%-5127.3pp | 318.53%-302.9pp |
| Employer contribution / active EE | $1,048 | $1,913-45.2% | $3,324-68.5% | $2,565-59.1% |
| Participant deferral / active EE | $2,710 | $2,969-8.7% | $4,614-41.3% | $3,952-31.4% |
| Admin fee / account holder | $426 | $5,282-91.9% | $7,493-94.3% | $6,260-93.2% |