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 | $32,456 | $87,013-62.7% | $106,213-69.4% | $80,856-59.9% |
| Participation rate | 0.0% | 70.4%-70.4pp | 75.3%-75.3pp | 67.6%-67.6pp |
| Annual return | 17.12% | 17.05%+0.1pp | 116.14%-99.0pp | 35.59%-18.5pp |
| Employer contribution / active EE | $0 | $2,395-100.0% | $3,171-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $5,871 | $3,986+47.3% | $5,016+17.0% | $4,296+36.7% |
| Admin fee / account holder | $2,500 | $8,431-70.3% | $11,033-77.3% | $6,918-63.9% |