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 | $123,485 | $201,272-38.6% | $184,203-33.0% | $145,922-15.4% |
| Participation rate | 0.0% | 87.5%-87.5pp | 86.8%-86.8pp | 80.3%-80.3pp |
| Annual return | 59.10% | 29.00%+30.1pp | 28.81%+30.3pp | 561.29%-502.2pp |
| Employer contribution / active EE | $1,575 | $7,022-77.6% | $6,427-75.5% | $4,660-66.2% |
| Participant deferral / active EE | $30,800 | $9,806+214.1% | $9,131+237.3% | $6,688+360.5% |
| Admin fee / account holder | $2,975 | $16,364-81.8% | $13,901-78.6% | $13,397-77.8% |