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 | $34,117 | $159,602-78.6% | $150,045-77.3% | $142,382-76.0% |
| Participation rate | 0.0% | 84.0%-84.0pp | 82.3%-82.3pp | 80.1%-80.1pp |
| Annual return | 13.48% | 70.24%-56.8pp | 62.55%-49.1pp | 217.08%-203.6pp |
| Employer contribution / active EE | $6,111 | $4,961+23.2% | $4,693+30.2% | $4,299+42.1% |
| Participant deferral / active EE | $6,313 | $8,310-24.0% | $7,997-21.1% | $6,507-3.0% |
| Admin fee / account holder | $8,793 | $14,846-40.8% | $13,435-34.6% | $12,624-30.3% |