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 | $46,380 | $104,974-55.8% | $95,585-51.5% | $142,382-67.4% |
| Participation rate | 0.0% | 75.0%-75.0pp | 72.1%-72.1pp | 80.1%-80.1pp |
| Annual return | 13.99% | 210.33%-196.3pp | 38.56%-24.6pp | 217.08%-203.1pp |
| Employer contribution / active EE | $3,524 | $2,779+26.8% | $2,527+39.5% | $4,299-18.0% |
| Participant deferral / active EE | $7,135 | $4,352+63.9% | $4,023+77.4% | $6,507+9.6% |
| Admin fee / account holder | $2,592 | $6,386-59.4% | $6,127-57.7% | $12,624-79.5% |