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 4-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 | $21,309 | $77,899-72.6% | $149,673-85.8% | $75,163-71.7% |
| Participation rate | 0.0% | 65.6%-65.6pp | 78.8%-78.8pp | 67.2%-67.2pp |
| Annual return | 82.54% | 31.72%+50.8pp | 134.42%-51.9pp | 160.62%-78.1pp |
| Employer contribution / active EE | $972 | $3,137-69.0% | $4,818-79.8% | $2,670-63.6% |
| Participant deferral / active EE | $3,444 | $3,411+1.0% | $5,680-39.4% | $4,125-16.5% |
| Admin fee / account holder | $1,337 | $5,956-77.5% | $13,210-89.9% | $5,651-76.3% |