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 | $73,473 | $99,020-25.8% | $86,590-15.1% | $147,584-50.2% |
| Participation rate | 33.3% | 76.3%-43.0pp | 73.5%-40.2pp | 82.8%-49.5pp |
| Annual return | 21.10% | 1312.34%-1291.2pp | 964.84%-943.7pp | 578.55%-557.5pp |
| Employer contribution / active EE | $1,402 | $3,132-55.2% | $2,839-50.6% | $4,876-71.2% |
| Participant deferral / active EE | $4,526 | $3,972+13.9% | $3,609+25.4% | $5,439-16.8% |
| Admin fee / account holder | $3,238 | $5,710-43.3% | $4,906-34.0% | $10,885-70.3% |