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 | $27,323 | $81,632-66.5% | $70,449-61.2% | $158,922-82.8% |
| Participation rate | 0.0% | 77.7%-77.7pp | 75.1%-75.1pp | 82.0%-82.0pp |
| Annual return | 10.78% | 208.40%-197.6pp | 109.03%-98.3pp | 302.83%-292.0pp |
| Employer contribution / active EE | $1,568 | $3,217-51.3% | $2,737-42.7% | $4,761-67.1% |
| Participant deferral / active EE | $3,339 | $4,554-26.7% | $3,709-10.0% | $5,982-44.2% |
| Admin fee / account holder | $32,943 | $6,193+432.0% | $3,845+756.7% | $11,246+192.9% |