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 | $61,797 | $102,604-39.8% | $86,188-28.3% | $139,434-55.7% |
| Participation rate | 53.3% | 74.5%-21.2pp | 69.0%-15.6pp | 80.3%-27.0pp |
| Annual return | 12.49% | 1922.51%-1910.0pp | 1168.45%-1156.0pp | 372.94%-360.4pp |
| Employer contribution / active EE | $860 | $3,032-71.6% | $2,380-63.9% | $4,751-81.9% |
| Participant deferral / active EE | $2,289 | $4,676-51.0% | $3,985-42.6% | $6,710-65.9% |
| Admin fee / account holder | $16,335 | $8,657+88.7% | $6,852+138.4% | $11,403+43.3% |