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 | $21,010 | $169,032-87.6% | $129,207-83.7% | $145,922-85.6% |
| Participation rate | 0.0% | 76.4%-76.4pp | 69.6%-69.6pp | 80.3%-80.3pp |
| Annual return | 9.12% | 14330.11%-14321.0pp | 9417.33%-9408.2pp | 561.29%-552.2pp |
| Employer contribution / active EE | $1,721 | $5,537-68.9% | $4,153-58.6% | $4,660-63.1% |
| Participant deferral / active EE | $2,536 | $4,987-49.2% | $4,168-39.2% | $6,688-62.1% |
| Admin fee / account holder | $520 | $9,954-94.8% | $7,715-93.3% | $13,397-96.1% |