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 5-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 | $54,942 | $74,888-26.6% | $71,209-22.8% | $142,382-61.4% |
| Participation rate | 0.0% | 76.2%-76.2pp | 73.8%-73.8pp | 80.1%-80.1pp |
| Annual return | 13.66% | 345.14%-331.5pp | 282.51%-268.9pp | 217.08%-203.4pp |
| Employer contribution / active EE | $2,375 | $2,854-16.8% | $2,721-12.7% | $4,299-44.8% |
| Participant deferral / active EE | $5,679 | $4,454+27.5% | $4,175+36.0% | $6,507-12.7% |
| Admin fee / account holder | $12,635 | $5,568+126.9% | $5,349+136.2% | $12,624+0.1% |