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 5-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 | $13,788 | $81,625-83.1% | $58,482-76.4% | $139,434-90.1% |
| Participation rate | 0.0% | 61.3%-61.3pp | 50.9%-50.9pp | 80.3%-80.3pp |
| Annual return | 20.49% | 7404.20%-7383.7pp | 4239.32%-4218.8pp | 372.94%-352.5pp |
| Employer contribution / active EE | $2,075 | $1,398+48.4% | $1,053+97.0% | $4,751-56.3% |
| Participant deferral / active EE | $4,659 | $2,557+82.2% | $1,924+142.2% | $6,710-30.6% |
| Admin fee / account holder | $2,804 | $3,265-14.1% | $2,516+11.4% | $11,403-75.4% |