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 | $39,637 | $105,998-62.6% | $92,233-57.0% | $147,584-73.1% |
| Participation rate | 52.6% | 80.4%-27.8pp | 76.5%-23.8pp | 82.8%-30.2pp |
| Annual return | 14.93% | 50.05%-35.1pp | 176.28%-161.3pp | 578.55%-563.6pp |
| Employer contribution / active EE | $1,135 | $4,333-73.8% | $3,679-69.2% | $4,876-76.7% |
| Participant deferral / active EE | $1,579 | $4,478-64.7% | $3,897-59.5% | $5,439-71.0% |
| Admin fee / account holder | $535 | $6,332-91.6% | $5,194-89.7% | $10,885-95.1% |