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 | $30,740 | $176,662-82.6% | $130,648-76.5% | $152,861-79.9% |
| Participation rate | 0.0% | 79.0%-79.0pp | 71.7%-71.7pp | 82.4%-82.4pp |
| Annual return | 18.33% | 2692.24%-2673.9pp | 1708.96%-1690.6pp | 345.32%-327.0pp |
| Employer contribution / active EE | $0 | $5,742-100.0% | $4,092-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,696 | $4,361-15.3% | $3,603+2.6% | $5,850-36.8% |
| Admin fee / account holder | $368 | $7,133-94.8% | $5,464-93.3% | $11,596-96.8% |