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 4-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 | $33,881 | $104,974-67.7% | $95,585-64.6% | $142,382-76.2% |
| Participation rate | 0.0% | 75.0%-75.0pp | 72.1%-72.1pp | 80.1%-80.1pp |
| Annual return | 19.38% | 210.33%-190.9pp | 38.56%-19.2pp | 217.08%-197.7pp |
| Employer contribution / active EE | $2,105 | $2,779-24.2% | $2,527-16.7% | $4,299-51.0% |
| Participant deferral / active EE | $4,505 | $4,352+3.5% | $4,023+12.0% | $6,507-30.8% |
| Admin fee / account holder | $5,082 | $6,386-20.4% | $6,127-17.1% | $12,624-59.7% |