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 | $42,005 | $210,648-80.1% | $177,989-76.4% | $145,922-71.2% |
| Participation rate | 0.0% | 80.8%-80.8pp | 77.1%-77.1pp | 80.3%-80.3pp |
| Annual return | 19.58% | 385.86%-366.3pp | 294.48%-274.9pp | 561.29%-541.7pp |
| Employer contribution / active EE | $3,773 | $4,565-17.3% | $3,949-4.4% | $4,660-19.0% |
| Participant deferral / active EE | $1,876 | $6,958-73.0% | $6,276-70.1% | $6,688-71.9% |
| Admin fee / account holder | $602 | $12,013-95.0% | $10,363-94.2% | $13,397-95.5% |