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 10-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 | $35,068 | $90,348-61.2% | $75,972-53.8% | $145,922-76.0% |
| Participation rate | 0.0% | 74.5%-74.5pp | 69.1%-69.1pp | 80.3%-80.3pp |
| Annual return | 14.33% | 620.88%-606.5pp | 359.55%-345.2pp | 561.29%-547.0pp |
| Employer contribution / active EE | $1,271 | $3,311-61.6% | $2,685-52.7% | $4,660-72.7% |
| Participant deferral / active EE | $2,861 | $5,162-44.6% | $4,255-32.8% | $6,688-57.2% |
| Admin fee / account holder | $13,841 | $8,467+63.5% | $6,467+114.0% | $13,397+3.3% |