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 9-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 | $30,657 | $165,335-81.5% | $149,696-79.5% | $158,922-80.7% |
| Participation rate | 0.0% | 84.6%-84.6pp | 82.5%-82.5pp | 82.0%-82.0pp |
| Annual return | 18.00% | 348.15%-330.1pp | 276.60%-258.6pp | 302.83%-284.8pp |
| Employer contribution / active EE | $3,146 | $5,103-38.3% | $4,644-32.3% | $4,761-33.9% |
| Participant deferral / active EE | $16,065 | $7,181+123.7% | $6,842+134.8% | $5,982+168.6% |
| Admin fee / account holder | $430 | $10,807-96.0% | $9,309-95.4% | $11,246-96.2% |