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 | $58,595 | $99,020-40.8% | $86,590-32.3% | $147,584-60.3% |
| Participation rate | 36.8% | 76.3%-39.5pp | 73.5%-36.7pp | 82.8%-46.0pp |
| Annual return | 10.21% | 1312.34%-1302.1pp | 964.84%-954.6pp | 578.55%-568.3pp |
| Employer contribution / active EE | $606 | $3,132-80.7% | $2,839-78.7% | $4,876-87.6% |
| Participant deferral / active EE | $1,804 | $3,972-54.6% | $3,609-50.0% | $5,439-66.8% |
| Admin fee / account holder | $2,759 | $5,710-51.7% | $4,906-43.8% | $10,885-74.7% |