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 | $54,665 | $118,680-53.9% | $98,907-44.7% | $158,922-65.6% |
| Participation rate | 58.3% | 77.8%-19.5pp | 76.0%-17.7pp | 82.0%-23.6pp |
| Annual return | 12.95% | 372.35%-359.4pp | 196.43%-183.5pp | 302.83%-289.9pp |
| Employer contribution / active EE | $1,314 | $3,333-60.6% | $2,689-51.1% | $4,761-72.4% |
| Participant deferral / active EE | $5,322 | $5,088+4.6% | $4,244+25.4% | $5,982-11.0% |
| Admin fee / account holder | $1,264 | $10,131-87.5% | $6,642-81.0% | $11,246-88.8% |