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 | $47,092 | $226,064-79.2% | $182,532-74.2% | $152,861-69.2% |
| Participation rate | 0.0% | 82.5%-82.5pp | 78.0%-78.0pp | 82.4%-82.4pp |
| Annual return | 23.78% | 192.51%-168.7pp | 148.54%-124.8pp | 345.32%-321.5pp |
| Employer contribution / active EE | $4,171 | $4,978-16.2% | $4,076+2.3% | $4,762-12.4% |
| Participant deferral / active EE | $7,390 | $6,368+16.0% | $5,524+33.8% | $5,850+26.3% |
| Admin fee / account holder | $4,576 | $10,703-57.2% | $8,592-46.7% | $11,596-60.5% |