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 | $51,255 | $96,635-47.0% | $86,612-40.8% | $139,434-63.2% |
| Participation rate | 60.0% | 74.4%-14.4pp | 71.7%-11.7pp | 80.3%-20.3pp |
| Annual return | 14.63% | 106.41%-91.8pp | 591.07%-576.4pp | 372.94%-358.3pp |
| Employer contribution / active EE | $1,707 | $3,263-47.7% | $3,022-43.5% | $4,751-64.1% |
| Participant deferral / active EE | $6,898 | $4,836+42.6% | $4,438+55.4% | $6,710+2.8% |
| Admin fee / account holder | $3,370 | $6,408-47.4% | $5,614-40.0% | $11,403-70.4% |