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 | $100,726 | $156,846-35.8% | $121,098-16.8% | $139,434-27.8% |
| Participation rate | 0.0% | 76.4%-76.4pp | 69.5%-69.5pp | 80.3%-80.3pp |
| Annual return | 18.01% | 1474.56%-1456.5pp | 985.75%-967.7pp | 372.94%-354.9pp |
| Employer contribution / active EE | $2,369 | $5,536-57.2% | $4,164-43.1% | $4,751-50.1% |
| Participant deferral / active EE | $2,369 | $4,844-51.1% | $4,080-41.9% | $6,710-64.7% |
| Admin fee / account holder | $383 | $6,946-94.5% | $5,644-93.2% | $11,403-96.6% |