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 6-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 | $37,858 | $74,888-49.4% | $71,209-46.8% | $142,382-73.4% |
| Participation rate | 0.0% | 76.2%-76.2pp | 73.8%-73.8pp | 80.1%-80.1pp |
| Annual return | 22.49% | 345.14%-322.6pp | 282.51%-260.0pp | 217.08%-194.6pp |
| Employer contribution / active EE | $10,183 | $2,854+256.8% | $2,721+274.2% | $4,299+136.9% |
| Participant deferral / active EE | $1,686 | $4,454-62.1% | $4,175-59.6% | $6,507-74.1% |
| Admin fee / account holder | $29,199 | $5,568+424.4% | $5,349+445.9% | $12,624+131.3% |