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 | $73,066 | $96,305-24.1% | $80,569-9.3% | $139,434-47.6% |
| Participation rate | 52.6% | 73.6%-21.0pp | 67.0%-14.4pp | 80.3%-27.7pp |
| Annual return | 21.77% | 1350.08%-1328.3pp | 935.43%-913.7pp | 372.94%-351.2pp |
| Employer contribution / active EE | $1,011 | $3,262-69.0% | $2,723-62.9% | $4,751-78.7% |
| Participant deferral / active EE | $1,635 | $5,232-68.8% | $4,447-63.2% | $6,710-75.6% |
| Admin fee / account holder | $5,872 | $6,599-11.0% | $5,377+9.2% | $11,403-48.5% |