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 | $29,371 | $108,642-73.0% | $74,701-60.7% | $152,861-80.8% |
| Participation rate | 0.0% | 65.3%-65.3pp | 54.5%-54.5pp | 82.4%-82.4pp |
| Annual return | 23.30% | 114.06%-90.8pp | 752.92%-729.6pp | 345.32%-322.0pp |
| Employer contribution / active EE | $0 | $1,503-100.0% | $1,084-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $5,117 | $2,712+88.7% | $1,964+160.6% | $5,850-12.5% |
| Admin fee / account holder | $3,056 | $4,902-37.7% | $3,333-8.3% | $11,596-73.6% |