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 5-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 | $31,644 | $69,207-54.3% | $64,056-50.6% | $139,434-77.3% |
| Participation rate | 0.0% | 75.6%-75.6pp | 72.3%-72.3pp | 80.3%-80.3pp |
| Annual return | 19.93% | 45.88%-26.0pp | 33.69%-13.8pp | 372.94%-353.0pp |
| Employer contribution / active EE | $552 | $3,182-82.7% | $2,747-79.9% | $4,751-88.4% |
| Participant deferral / active EE | $1,103 | $4,682-76.4% | $3,880-71.6% | $6,710-83.6% |
| Admin fee / account holder | $519 | $4,244-87.8% | $3,068-83.1% | $11,403-95.4% |