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 | $50,309 | $158,398-68.2% | $126,539-60.2% | $142,382-64.7% |
| Participation rate | 0.0% | 75.8%-75.8pp | 69.8%-69.8pp | 80.1%-80.1pp |
| Annual return | 11.59% | 593.76%-582.2pp | 425.95%-414.4pp | 217.08%-205.5pp |
| Employer contribution / active EE | $1,321 | $4,650-71.6% | $3,674-64.1% | $4,299-69.3% |
| Participant deferral / active EE | $2,007 | $4,767-57.9% | $4,083-50.8% | $6,507-69.2% |
| Admin fee / account holder | $2,995 | $6,918-56.7% | $6,065-50.6% | $12,624-76.3% |