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 | $50,609 | $156,846-67.7% | $121,098-58.2% | $139,434-63.7% |
| Participation rate | 34.8% | 76.4%-41.6pp | 69.5%-34.7pp | 80.3%-45.5pp |
| Annual return | 17.79% | 1474.56%-1456.8pp | 985.75%-968.0pp | 372.94%-355.1pp |
| Employer contribution / active EE | $325 | $5,536-94.1% | $4,164-92.2% | $4,751-93.2% |
| Participant deferral / active EE | $3,296 | $4,844-32.0% | $4,080-19.2% | $6,710-50.9% |
| Admin fee / account holder | $9,110 | $6,946+31.2% | $5,644+61.4% | $11,403-20.1% |