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 | $40,486 | $109,982-63.2% | $97,226-58.4% | $145,922-72.3% |
| Participation rate | 50.0% | 75.9%-25.9pp | 72.7%-22.7pp | 80.3%-30.3pp |
| Annual return | 9.16% | 242.90%-233.7pp | 75.13%-66.0pp | 561.29%-552.1pp |
| Employer contribution / active EE | $1,304 | $3,084-57.7% | $2,729-52.2% | $4,660-72.0% |
| Participant deferral / active EE | $3,802 | $4,676-18.7% | $4,264-10.8% | $6,688-43.2% |
| Admin fee / account holder | $729 | $6,221-88.3% | $5,654-87.1% | $13,397-94.6% |