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 | $51,667 | $150,440-65.7% | $136,294-62.1% | $147,584-65.0% |
| Participation rate | 0.0% | 84.4%-84.4pp | 81.9%-81.9pp | 82.8%-82.8pp |
| Annual return | 11.93% | 1049.08%-1037.1pp | 5155.94%-5144.0pp | 578.55%-566.6pp |
| Employer contribution / active EE | $1,012 | $5,256-80.7% | $4,695-78.5% | $4,876-79.3% |
| Participant deferral / active EE | $5,480 | $6,630-17.4% | $6,247-12.3% | $5,439+0.8% |
| Admin fee / account holder | $25,670 | $10,905+135.4% | $9,243+177.7% | $10,885+135.8% |