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 | $47,005 | $99,020-52.5% | $86,590-45.7% | $147,584-68.2% |
| Participation rate | 53.3% | 76.3%-23.0pp | 73.5%-20.2pp | 82.8%-29.5pp |
| Annual return | 12.27% | 1312.34%-1300.1pp | 964.84%-952.6pp | 578.55%-566.3pp |
| Employer contribution / active EE | $491 | $3,132-84.3% | $2,839-82.7% | $4,876-89.9% |
| Participant deferral / active EE | $491 | $3,972-87.6% | $3,609-86.4% | $5,439-91.0% |
| Admin fee / account holder | $27,900 | $5,710+388.6% | $4,906+468.7% | $10,885+156.3% |