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 7-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 | $70,250 | $159,901-56.1% | $146,958-52.2% | $145,922-51.9% |
| Participation rate | 0.0% | 84.0%-84.0pp | 82.2%-82.2pp | 80.3%-80.3pp |
| Annual return | 13.15% | 98.13%-85.0pp | 418.34%-405.2pp | 561.29%-548.1pp |
| Employer contribution / active EE | $7,664 | $5,286+45.0% | $4,933+55.4% | $4,660+64.5% |
| Participant deferral / active EE | $14,858 | $8,428+76.3% | $8,070+84.1% | $6,688+122.2% |
| Admin fee / account holder | $500 | $15,044-96.7% | $12,998-96.2% | $13,397-96.3% |