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 | $28,357 | $115,770-75.5% | $101,248-72.0% | $158,922-82.2% |
| Participation rate | 0.0% | 79.4%-79.4pp | 75.8%-75.8pp | 82.0%-82.0pp |
| Annual return | 20.08% | 56.14%-36.1pp | 46.47%-26.4pp | 302.83%-282.8pp |
| Employer contribution / active EE | $1,596 | $4,175-61.8% | $3,660-56.4% | $4,761-66.5% |
| Participant deferral / active EE | $5,780 | $4,957+16.6% | $4,370+32.2% | $5,982-3.4% |
| Admin fee / account holder | $838 | $7,245-88.4% | $5,945-85.9% | $11,246-92.6% |