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 | $52,598 | $150,440-65.0% | $136,294-61.4% | $147,584-64.4% |
| Participation rate | 40.0% | 84.4%-44.4pp | 81.9%-41.9pp | 82.8%-42.8pp |
| Annual return | 14.96% | 1049.08%-1034.1pp | 5155.94%-5141.0pp | 578.55%-563.6pp |
| Employer contribution / active EE | $2,769 | $5,256-47.3% | $4,695-41.0% | $4,876-43.2% |
| Participant deferral / active EE | $2,769 | $6,630-58.2% | $6,247-55.7% | $5,439-49.1% |
| Admin fee / account holder | $11,663 | $10,905+6.9% | $9,243+26.2% | $10,885+7.1% |