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 | $35,127 | $185,200-81.0% | $142,863-75.4% | $167,490-79.0% |
| Participation rate | 47.1% | 78.4%-31.4pp | 71.9%-24.9pp | 82.1%-35.0pp |
| Annual return | 26.85% | 8555.70%-8528.8pp | 5637.54%-5610.7pp | 478.56%-451.7pp |
| Employer contribution / active EE | $1,267 | $5,604-77.4% | $4,144-69.4% | $4,837-73.8% |
| Participant deferral / active EE | $1,341 | $4,494-70.2% | $3,837-65.1% | $6,341-78.9% |
| Admin fee / account holder | $2,307 | $8,031-71.3% | $6,560-64.8% | $12,309-81.3% |