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 | $94,709 | $201,272-52.9% | $184,203-48.6% | $145,922-35.1% |
| Participation rate | 0.0% | 87.5%-87.5pp | 86.8%-86.8pp | 80.3%-80.3pp |
| Annual return | 13.04% | 29.00%-16.0pp | 28.81%-15.8pp | 561.29%-548.2pp |
| Employer contribution / active EE | $2,604 | $7,022-62.9% | $6,427-59.5% | $4,660-44.1% |
| Participant deferral / active EE | $23,976 | $9,806+144.5% | $9,131+162.6% | $6,688+258.5% |
| Admin fee / account holder | $33,459 | $16,364+104.5% | $13,901+140.7% | $13,397+149.7% |