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 | $52,570 | $57,281-8.2% | $86,612-39.3% | $75,163-30.1% |
| Participation rate | 48.0% | 63.2%-15.2pp | 71.7%-23.7pp | 67.2%-19.2pp |
| Annual return | 19.09% | 2670.75%-2651.7pp | 591.07%-572.0pp | 160.62%-141.5pp |
| Employer contribution / active EE | $741 | $2,314-68.0% | $3,022-75.5% | $2,670-72.2% |
| Participant deferral / active EE | $2,391 | $3,318-27.9% | $4,438-46.1% | $4,125-42.0% |
| Admin fee / account holder | $495 | $4,112-88.0% | $5,614-91.2% | $5,651-91.2% |