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 | $40,351 | $73,515-45.1% | $62,995-35.9% | $147,584-72.7% |
| Participation rate | 0.0% | 77.9%-77.9pp | 74.8%-74.8pp | 82.8%-82.8pp |
| Annual return | 17.69% | 175.43%-157.7pp | 87.57%-69.9pp | 578.55%-560.9pp |
| Employer contribution / active EE | $4,205 | $3,320+26.6% | $2,759+52.4% | $4,876-13.8% |
| Participant deferral / active EE | $13,683 | $4,185+227.0% | $3,329+311.0% | $5,439+151.6% |
| Admin fee / account holder | $446 | $5,953-92.5% | $3,600-87.6% | $10,885-95.9% |