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 | $23,077 | $100,852-77.1% | $90,404-74.5% | $158,922-85.5% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.7%-22.7pp | 82.0%-32.0pp |
| Annual return | 19.24% | 1724.20%-1705.0pp | 1293.02%-1273.8pp | 302.83%-283.6pp |
| Employer contribution / active EE | $4,500 | $3,689+22.0% | $3,262+38.0% | $4,761-5.5% |
| Participant deferral / active EE | $9,750 | $4,348+124.3% | $3,963+146.0% | $5,982+63.0% |
| Admin fee / account holder | $152,773 | $6,501+2250.0% | $5,611+2622.8% | $11,246+1258.5% |