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 | $52,349 | $165,984-68.5% | $164,813-68.2% | $145,922-64.1% |
| Participation rate | 46.2% | 82.0%-35.8pp | 78.6%-32.4pp | 80.3%-34.1pp |
| Annual return | 11.02% | 100.03%-89.0pp | 69.93%-58.9pp | 561.29%-550.3pp |
| Employer contribution / active EE | $1,968 | $5,273-62.7% | $4,341-54.7% | $4,660-57.8% |
| Participant deferral / active EE | $2,317 | $6,959-66.7% | $6,031-61.6% | $6,688-65.3% |
| Admin fee / account holder | $671 | $16,648-96.0% | $12,690-94.7% | $13,397-95.0% |