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 | $50,544 | $150,440-66.4% | $136,294-62.9% | $147,584-65.8% |
| Participation rate | 54.5% | 84.4%-29.9pp | 81.9%-27.4pp | 82.8%-28.3pp |
| Annual return | 12.51% | 1049.08%-1036.6pp | 5155.94%-5143.4pp | 578.55%-566.0pp |
| Employer contribution / active EE | $1,084 | $5,256-79.4% | $4,695-76.9% | $4,876-77.8% |
| Participant deferral / active EE | $2,284 | $6,630-65.6% | $6,247-63.4% | $5,439-58.0% |
| Admin fee / account holder | $1,078 | $10,905-90.1% | $9,243-88.3% | $10,885-90.1% |