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 | $51,873 | $60,124-13.7% | $90,404-42.6% | $79,858-35.0% |
| Participation rate | 51.7% | 65.0%-13.3pp | 72.7%-21.0pp | 69.6%-17.9pp |
| Annual return | 16.99% | 71.94%-55.0pp | 1293.02%-1276.0pp | 31.71%-14.7pp |
| Employer contribution / active EE | $674 | $2,068-67.4% | $3,262-79.3% | $2,471-72.7% |
| Participant deferral / active EE | $2,184 | $2,938-25.7% | $3,963-44.9% | $3,740-41.6% |
| Admin fee / account holder | $4,952 | $3,976+24.5% | $5,611-11.7% | $5,306-6.7% |