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 9-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 | $22,676 | $102,966-78.0% | $90,281-74.9% | $152,861-85.2% |
| Participation rate | 0.0% | 75.9%-75.9pp | 73.3%-73.3pp | 82.4%-82.4pp |
| Annual return | 24.44% | 95.16%-70.7pp | 78.10%-53.7pp | 345.32%-320.9pp |
| Employer contribution / active EE | $3,552 | $3,139+13.2% | $2,854+24.4% | $4,762-25.4% |
| Participant deferral / active EE | $5,937 | $4,281+38.7% | $3,885+52.8% | $5,850+1.5% |
| Admin fee / account holder | $25,206 | $6,171+308.5% | $5,351+371.0% | $11,596+117.4% |