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 | $52,490 | $112,096-53.2% | $95,952-45.3% | $158,922-67.0% |
| Participation rate | 54.5% | 79.0%-24.4pp | 77.1%-22.5pp | 82.0%-27.4pp |
| Annual return | 11.94% | 171.09%-159.1pp | 91.61%-79.7pp | 302.83%-290.9pp |
| Employer contribution / active EE | $2,202 | $3,198-31.1% | $2,541-13.3% | $4,761-53.8% |
| Participant deferral / active EE | $5,705 | $4,784+19.2% | $4,167+36.9% | $5,982-4.6% |
| Admin fee / account holder | $25,744 | $10,130+154.1% | $6,795+278.8% | $11,246+128.9% |