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 | $75,448 | $99,020-23.8% | $86,590-12.9% | $147,584-48.9% |
| Participation rate | 63.6% | 76.3%-12.7pp | 73.5%-9.9pp | 82.8%-19.2pp |
| Annual return | 15.15% | 1312.34%-1297.2pp | 964.84%-949.7pp | 578.55%-563.4pp |
| Employer contribution / active EE | $5,000 | $3,132+59.7% | $2,839+76.1% | $4,876+2.5% |
| Participant deferral / active EE | $7,907 | $3,972+99.0% | $3,609+119.1% | $5,439+45.4% |
| Admin fee / account holder | $3,386 | $5,710-40.7% | $4,906-31.0% | $10,885-68.9% |