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 8-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 | $74,282 | $159,901-53.5% | $146,958-49.5% | $145,922-49.1% |
| Participation rate | 0.0% | 84.0%-84.0pp | 82.2%-82.2pp | 80.3%-80.3pp |
| Annual return | 15.67% | 98.13%-82.5pp | 418.34%-402.7pp | 561.29%-545.6pp |
| Employer contribution / active EE | $1,283 | $5,286-75.7% | $4,933-74.0% | $4,660-72.5% |
| Participant deferral / active EE | $3,954 | $8,428-53.1% | $8,070-51.0% | $6,688-40.9% |
| Admin fee / account holder | $17,340 | $15,044+15.3% | $12,998+33.4% | $13,397+29.4% |