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 | $53,949 | $171,865-68.6% | $149,718-64.0% | $147,584-63.4% |
| Participation rate | 65.2% | 88.2%-23.0pp | 87.1%-21.9pp | 82.8%-17.6pp |
| Annual return | 17.63% | 2113.22%-2095.6pp | 1501.63%-1484.0pp | 578.55%-560.9pp |
| Employer contribution / active EE | $2,450 | $6,275-60.9% | $5,445-55.0% | $4,876-49.7% |
| Participant deferral / active EE | $3,717 | $7,271-48.9% | $6,569-43.4% | $5,439-31.7% |
| Admin fee / account holder | $496 | $13,799-96.4% | $11,283-95.6% | $10,885-95.4% |