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 | $51,179 | $110,257-53.6% | $96,544-47.0% | $139,434-63.3% |
| Participation rate | 0.0% | 78.1%-78.1pp | 76.0%-76.0pp | 80.3%-80.3pp |
| Annual return | 13.26% | 26.32%-13.1pp | 25.84%-12.6pp | 372.94%-359.7pp |
| Employer contribution / active EE | $2,783 | $3,620-23.1% | $2,965-6.1% | $4,751-41.4% |
| Participant deferral / active EE | $5,855 | $5,548+5.5% | $4,851+20.7% | $6,710-12.7% |
| Admin fee / account holder | $4,429 | $11,591-61.8% | $8,252-46.3% | $11,403-61.2% |