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 | $55,454 | $70,756-21.6% | $65,493-15.3% | $142,382-61.1% |
| Participation rate | 50.0% | 77.4%-27.4pp | 73.1%-23.1pp | 80.1%-30.1pp |
| Annual return | 16.71% | 1754.89%-1738.2pp | 982.45%-965.7pp | 217.08%-200.4pp |
| Employer contribution / active EE | $1,306 | $2,881-54.7% | $2,574-49.3% | $4,299-69.6% |
| Participant deferral / active EE | $1,306 | $4,637-71.8% | $3,961-67.0% | $6,507-79.9% |
| Admin fee / account holder | $483 | $6,559-92.6% | $5,028-90.4% | $12,624-96.2% |