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 | $39,930 | $177,572-77.5% | $154,803-74.2% | $142,382-72.0% |
| Participation rate | 66.7% | 82.1%-15.4pp | 78.1%-11.4pp | 80.1%-13.5pp |
| Annual return | 368.05% | 65.07%+303.0pp | 58.88%+309.2pp | 217.08%+151.0pp |
| Employer contribution / active EE | $1,653 | $4,810-65.6% | $4,305-61.6% | $4,299-61.5% |
| Participant deferral / active EE | $1,948 | $6,272-68.9% | $5,540-64.8% | $6,507-70.1% |
| Admin fee / account holder | $65,139 | $16,786+288.1% | $14,329+354.6% | $12,624+416.0% |