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 | $60,893 | $49,173+23.8% | $121,098-49.7% | $75,163-19.0% |
| Participation rate | 55.9% | 55.4%+0.5pp | 69.5%-13.6pp | 67.2%-11.3pp |
| Annual return | 16.97% | 55.99%-39.0pp | 985.75%-968.8pp | 160.62%-143.6pp |
| Employer contribution / active EE | $834 | $1,546-46.0% | $4,164-80.0% | $2,670-68.8% |
| Participant deferral / active EE | $1,912 | $2,628-27.2% | $4,080-53.1% | $4,125-53.7% |
| Admin fee / account holder | $2,005 | $3,942-49.1% | $5,644-64.5% | $5,651-64.5% |