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 | $55,225 | $65,409-15.6% | $98,442-43.9% | $85,850-35.7% |
| Participation rate | 32.5% | 65.0%-32.5pp | 73.3%-40.8pp | 69.3%-36.8pp |
| Annual return | 18.29% | 21.76%-3.5pp | 1492.73%-1474.4pp | 318.53%-300.2pp |
| Employer contribution / active EE | $1,000 | $2,168-53.9% | $2,960-66.2% | $2,565-61.0% |
| Participant deferral / active EE | $2,446 | $3,166-22.7% | $4,276-42.8% | $3,952-38.1% |
| Admin fee / account holder | $1,776 | $4,593-61.3% | $5,949-70.1% | $6,260-71.6% |