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 | $79,238 | $150,440-47.3% | $136,294-41.9% | $147,584-46.3% |
| Participation rate | 50.0% | 84.4%-34.4pp | 81.9%-31.9pp | 82.8%-32.8pp |
| Annual return | 24.10% | 1049.08%-1025.0pp | 5155.94%-5131.8pp | 578.55%-554.4pp |
| Employer contribution / active EE | $5,700 | $5,256+8.4% | $4,695+21.4% | $4,876+16.9% |
| Participant deferral / active EE | $12,000 | $6,630+81.0% | $6,247+92.1% | $5,439+120.6% |
| Admin fee / account holder | $418 | $10,905-96.2% | $9,243-95.5% | $10,885-96.2% |