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 | $82,974 | $89,753-7.6% | $107,525-22.8% | $84,808-2.2% |
| Participation rate | 0.0% | 68.1%-68.1pp | 75.1%-75.1pp | 68.3%-68.3pp |
| Annual return | 22.90% | 29.48%-6.6pp | 181.32%-158.4pp | 40.90%-18.0pp |
| Employer contribution / active EE | $4,042 | $3,113+29.8% | $3,754+7.7% | $2,631+53.6% |
| Participant deferral / active EE | $7,210 | $4,056+77.7% | $5,116+40.9% | $4,212+71.2% |
| Admin fee / account holder | $7,941 | $7,222+9.9% | $8,919-11.0% | $7,344+8.1% |