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 | $43,128 | $97,744-55.9% | $103,476-58.3% | $145,922-70.4% |
| Participation rate | 0.0% | 81.1%-81.1pp | 80.5%-80.5pp | 80.3%-80.3pp |
| Annual return | 19.41% | 25.41%-6.0pp | 23.90%-4.5pp | 561.29%-541.9pp |
| Employer contribution / active EE | $3,375 | $4,677-27.8% | $4,672-27.8% | $4,660-27.6% |
| Participant deferral / active EE | $14,498 | $6,603+119.6% | $6,623+118.9% | $6,688+116.8% |
| Admin fee / account holder | $230,037 | $12,515+1738.1% | $9,413+2343.9% | $13,397+1617.1% |