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 3-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 | $22,729 | $71,829-68.4% | $69,780-67.4% | $142,382-84.0% |
| Participation rate | 0.0% | 81.6%-81.6pp | 79.3%-79.3pp | 80.1%-80.1pp |
| Annual return | 20.17% | 31.01%-10.8pp | 26.31%-6.1pp | 217.08%-196.9pp |
| Employer contribution / active EE | $4,814 | $4,385+9.8% | $4,168+15.5% | $4,299+12.0% |
| Participant deferral / active EE | $7,327 | $6,819+7.5% | $6,164+18.9% | $6,507+12.6% |
| Admin fee / account holder | $743 | $7,818-90.5% | $7,285-89.8% | $12,624-94.1% |