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 | $61,348 | $96,305-36.3% | $80,569-23.9% | $139,434-56.0% |
| Participation rate | 45.5% | 73.6%-28.2pp | 67.0%-21.5pp | 80.3%-34.9pp |
| Annual return | 20.80% | 1350.08%-1329.3pp | 935.43%-914.6pp | 372.94%-352.1pp |
| Employer contribution / active EE | $1,209 | $3,262-62.9% | $2,723-55.6% | $4,751-74.6% |
| Participant deferral / active EE | $2,379 | $5,232-54.5% | $4,447-46.5% | $6,710-64.5% |
| Admin fee / account holder | $662 | $6,599-90.0% | $5,377-87.7% | $11,403-94.2% |