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 | $47,172 | $81,625-42.2% | $58,482-19.3% | $139,434-66.2% |
| Participation rate | 50.0% | 61.3%-11.3pp | 50.9%-0.9pp | 80.3%-30.3pp |
| Annual return | 13.82% | 7404.20%-7390.4pp | 4239.32%-4225.5pp | 372.94%-359.1pp |
| Employer contribution / active EE | $477 | $1,398-65.9% | $1,053-54.7% | $4,751-90.0% |
| Participant deferral / active EE | $1,907 | $2,557-25.4% | $1,924-0.9% | $6,710-71.6% |
| Admin fee / account holder | $14,047 | $3,265+330.2% | $2,516+458.3% | $11,403+23.2% |