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 | $48,817 | $90,348-46.0% | $75,972-35.7% | $145,922-66.5% |
| Participation rate | 56.5% | 74.5%-17.9pp | 69.1%-12.5pp | 80.3%-23.8pp |
| Annual return | 15.82% | 620.88%-605.1pp | 359.55%-343.7pp | 561.29%-545.5pp |
| Employer contribution / active EE | $1,532 | $3,311-53.7% | $2,685-42.9% | $4,660-67.1% |
| Participant deferral / active EE | $1,793 | $5,162-65.3% | $4,255-57.9% | $6,688-73.2% |
| Admin fee / account holder | $7,433 | $8,467-12.2% | $6,467+14.9% | $13,397-44.5% |