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 | $23,966 | $159,602-85.0% | $150,045-84.0% | $142,382-83.2% |
| Participation rate | 0.0% | 84.0%-84.0pp | 82.3%-82.3pp | 80.1%-80.1pp |
| Annual return | 23.59% | 70.24%-46.6pp | 62.55%-39.0pp | 217.08%-193.5pp |
| Employer contribution / active EE | $8,947 | $4,961+80.4% | $4,693+90.6% | $4,299+108.1% |
| Participant deferral / active EE | $19,378 | $8,310+133.2% | $7,997+142.3% | $6,507+197.8% |
| Admin fee / account holder | $485 | $14,846-96.7% | $13,435-96.4% | $12,624-96.2% |