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 | $50,081 | $72,400-30.8% | $67,502-25.8% | $145,922-65.7% |
| Participation rate | 55.6% | 76.9%-21.3pp | 72.9%-17.3pp | 80.3%-24.7pp |
| Annual return | 13.58% | 7182.46%-7168.9pp | 3512.12%-3498.5pp | 561.29%-547.7pp |
| Employer contribution / active EE | $2,405 | $3,069-21.6% | $2,731-11.9% | $4,660-48.4% |
| Participant deferral / active EE | $4,842 | $4,783+1.2% | $4,000+21.0% | $6,688-27.6% |
| Admin fee / account holder | $5,506 | $5,539-0.6% | $3,998+37.7% | $13,397-58.9% |