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 | $50,520 | $101,317-50.1% | $146,958-65.6% | $74,495-32.2% |
| Participation rate | 67.5% | 75.5%-8.0pp | 82.2%-14.7pp | 67.2%+0.3pp |
| Annual return | 17.16% | 8730.91%-8713.8pp | 418.34%-401.2pp | 1364.94%-1347.8pp |
| Employer contribution / active EE | $2,968 | $3,810-22.1% | $4,933-39.8% | $2,623+13.2% |
| Participant deferral / active EE | $4,571 | $7,303-37.4% | $8,070-43.4% | $4,346+5.2% |
| Admin fee / account holder | $4,187 | $1,739+140.8% | $12,998-67.8% | $1,942+115.6% |