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 | $45,706 | $53,516-14.6% | $126,539-63.9% | $84,808-46.1% |
| Participation rate | 25.4% | 58.2%-32.9pp | 69.8%-44.4pp | 68.3%-42.9pp |
| Annual return | 58.92% | 58.34%+0.6pp | 425.95%-367.0pp | 40.90%+18.0pp |
| Employer contribution / active EE | $1,298 | $1,535-15.5% | $3,674-64.7% | $2,631-50.7% |
| Participant deferral / active EE | $2,331 | $2,671-12.7% | $4,083-42.9% | $4,212-44.6% |
| Admin fee / account holder | $34,248 | $4,497+661.6% | $6,065+464.7% | $7,344+366.4% |