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 6-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 | $24,937 | $105,126-76.3% | $94,646-73.7% | $139,434-82.1% |
| Participation rate | 0.0% | 82.4%-82.4pp | 80.8%-80.8pp | 80.3%-80.3pp |
| Annual return | 16.67% | 38.03%-21.4pp | 156.71%-140.0pp | 372.94%-356.3pp |
| Employer contribution / active EE | $0 | $4,106-100.0% | $3,672-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $9,902 | $7,599+30.3% | $7,418+33.5% | $6,710+47.6% |
| Admin fee / account holder | $2,475 | $8,984-72.5% | $7,231-65.8% | $11,403-78.3% |