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 | $64,407 | $88,751-27.4% | $81,812-21.3% | $145,922-55.9% |
| Participation rate | 66.7% | 75.0%-8.4pp | 72.3%-5.7pp | 80.3%-13.6pp |
| Annual return | 14.43% | 1025.40%-1011.0pp | 773.79%-759.4pp | 561.29%-546.9pp |
| Employer contribution / active EE | $4,242 | $3,083+37.6% | $2,912+45.7% | $4,660-9.0% |
| Participant deferral / active EE | $13,231 | $4,643+185.0% | $4,319+206.4% | $6,688+97.8% |
| Admin fee / account holder | $64,909 | $8,415+671.3% | $7,386+778.8% | $13,397+384.5% |