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 | $52,436 | $88,751-40.9% | $81,812-35.9% | $145,922-64.1% |
| Participation rate | 53.3% | 75.0%-21.7pp | 72.3%-19.0pp | 80.3%-26.9pp |
| Annual return | 11.59% | 1025.40%-1013.8pp | 773.79%-762.2pp | 561.29%-549.7pp |
| Employer contribution / active EE | $1,445 | $3,083-53.1% | $2,912-50.4% | $4,660-69.0% |
| Participant deferral / active EE | $4,219 | $4,643-9.1% | $4,319-2.3% | $6,688-36.9% |
| Admin fee / account holder | $2,271 | $8,415-73.0% | $7,386-69.3% | $13,397-83.0% |