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 | $13,082 | $81,625-84.0% | $58,482-77.6% | $139,434-90.6% |
| Participation rate | 0.0% | 61.3%-61.3pp | 50.9%-50.9pp | 80.3%-80.3pp |
| Annual return | 29.29% | 7404.20%-7374.9pp | 4239.32%-4210.0pp | 372.94%-343.7pp |
| Employer contribution / active EE | $784 | $1,398-43.9% | $1,053-25.6% | $4,751-83.5% |
| Participant deferral / active EE | $4,311 | $2,557+68.6% | $1,924+124.1% | $6,710-35.8% |
| Admin fee / account holder | $1,257 | $3,265-61.5% | $2,516-50.0% | $11,403-89.0% |