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 | $20,429 | $153,311-86.7% | $109,313-81.3% | $273,961-92.5% |
| Participation rate | 0.0% | 80.1%-80.1pp | 71.3%-71.3pp | 83.0%-83.0pp |
| Annual return | 5.77% | 29.86%-24.1pp | 22.07%-16.3pp | 41.45%-35.7pp |
| Employer contribution / active EE | $0 | $5,619-100.0% | $3,892-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,939 | $3,932-50.7% | $3,166-38.8% | $5,287-63.3% |
| Admin fee / account holder | $8,489 | $8,076+5.1% | $5,666+49.8% | $10,132-16.2% |