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 | $46,651 | $63,346-26.4% | $92,233-49.4% | $70,131-33.5% |
| Participation rate | 0.0% | 68.7%-68.7pp | 76.5%-76.5pp | 69.5%-69.5pp |
| Annual return | 22.58% | 530.12%-507.5pp | 176.28%-153.7pp | 73.14%-50.6pp |
| Employer contribution / active EE | $1,619 | $2,471-34.5% | $3,679-56.0% | $2,342-30.9% |
| Participant deferral / active EE | $5,216 | $2,854+82.8% | $3,897+33.9% | $3,332+56.6% |
| Admin fee / account holder | $4,943 | $3,840+28.7% | $5,194-4.8% | $4,645+6.4% |