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 | $99,282 | $73,515+35.1% | $62,995+57.6% | $147,584-32.7% |
| Participation rate | 0.0% | 77.9%-77.9pp | 74.8%-74.8pp | 82.8%-82.8pp |
| Annual return | 14.54% | 175.43%-160.9pp | 87.57%-73.0pp | 578.55%-564.0pp |
| Employer contribution / active EE | $821 | $3,320-75.3% | $2,759-70.2% | $4,876-83.2% |
| Participant deferral / active EE | $3,069 | $4,185-26.7% | $3,329-7.8% | $5,439-43.6% |
| Admin fee / account holder | $4,685 | $5,953-21.3% | $3,600+30.1% | $10,885-57.0% |