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 | $58,650 | $107,934-45.7% | $91,989-36.2% | $152,861-61.6% |
| Participation rate | 0.0% | 81.2%-81.2pp | 78.6%-78.6pp | 82.4%-82.4pp |
| Annual return | 21.31% | 89.24%-67.9pp | 69.02%-47.7pp | 345.32%-324.0pp |
| Employer contribution / active EE | $3,833 | $4,210-9.0% | $3,452+11.0% | $4,762-19.5% |
| Participant deferral / active EE | $10,440 | $6,364+64.0% | $5,923+76.3% | $5,850+78.5% |
| Admin fee / account holder | $766 | $10,520-92.7% | $7,743-90.1% | $11,596-93.4% |