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 7-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 | $14,198 | $102,966-86.2% | $90,281-84.3% | $152,861-90.7% |
| Participation rate | 0.0% | 75.9%-75.9pp | 73.3%-73.3pp | 82.4%-82.4pp |
| Annual return | 32.46% | 95.16%-62.7pp | 78.10%-45.6pp | 345.32%-312.9pp |
| Employer contribution / active EE | $2,405 | $3,139-23.4% | $2,854-15.7% | $4,762-49.5% |
| Participant deferral / active EE | $8,627 | $4,281+101.5% | $3,885+122.0% | $5,850+47.5% |
| Admin fee / account holder | $1,329 | $6,171-78.5% | $5,351-75.2% | $11,596-88.5% |