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 | $49,320 | $169,032-70.8% | $129,207-61.8% | $145,922-66.2% |
| Participation rate | 69.2% | 76.4%-7.2pp | 69.6%-0.4pp | 80.3%-11.0pp |
| Annual return | 11.05% | 14330.11%-14319.1pp | 9417.33%-9406.3pp | 561.29%-550.2pp |
| Employer contribution / active EE | $2,074 | $5,537-62.5% | $4,153-50.1% | $4,660-55.5% |
| Participant deferral / active EE | $3,587 | $4,987-28.1% | $4,168-13.9% | $6,688-46.4% |
| Admin fee / account holder | $912 | $9,954-90.8% | $7,715-88.2% | $13,397-93.2% |