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 | $36,944 | $101,069-63.4% | $81,478-54.7% | $147,584-75.0% |
| Participation rate | 50.0% | 74.5%-24.5pp | 68.0%-18.0pp | 82.8%-32.8pp |
| Annual return | 56.31% | 32.40%+23.9pp | 38.78%+17.5pp | 578.55%-522.2pp |
| Employer contribution / active EE | $1,348 | $3,205-57.9% | $2,568-47.5% | $4,876-72.4% |
| Participant deferral / active EE | $7,041 | $4,242+66.0% | $3,537+99.1% | $5,439+29.5% |
| Admin fee / account holder | $1,889 | $5,812-67.5% | $4,561-58.6% | $10,885-82.6% |