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 | $97,692 | $133,922-27.1% | $116,228-15.9% | $142,382-31.4% |
| Participation rate | 0.0% | 77.9%-77.9pp | 74.6%-74.6pp | 80.1%-80.1pp |
| Annual return | 13.62% | 147.76%-134.1pp | 90.06%-76.4pp | 217.08%-203.5pp |
| Employer contribution / active EE | $4,650 | $3,446+35.0% | $2,994+55.3% | $4,299+8.2% |
| Participant deferral / active EE | $4,485 | $5,672-20.9% | $4,953-9.5% | $6,507-31.1% |
| Admin fee / account holder | $48,911 | $14,945+227.3% | $11,989+308.0% | $12,624+287.5% |