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 | $45,618 | $114,381-60.1% | $107,525-57.6% | $142,382-68.0% |
| Participation rate | 0.0% | 78.1%-78.1pp | 75.1%-75.1pp | 80.1%-80.1pp |
| Annual return | 12.61% | 242.71%-230.1pp | 181.32%-168.7pp | 217.08%-204.5pp |
| Employer contribution / active EE | $3,533 | $4,015-12.0% | $3,754-5.9% | $4,299-17.8% |
| Participant deferral / active EE | $10,923 | $5,564+96.3% | $5,116+113.5% | $6,507+67.9% |
| Admin fee / account holder | $411 | $9,860-95.8% | $8,919-95.4% | $12,624-96.7% |