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 3-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 | $71,964 | $165,984-56.6% | $164,813-56.3% | $145,922-50.7% |
| Participation rate | 0.0% | 82.0%-82.0pp | 78.6%-78.6pp | 80.3%-80.3pp |
| Annual return | 22.27% | 100.03%-77.8pp | 69.93%-47.7pp | 561.29%-539.0pp |
| Employer contribution / active EE | $25,500 | $5,273+383.6% | $4,341+487.4% | $4,660+447.3% |
| Participant deferral / active EE | $19,240 | $6,959+176.5% | $6,031+219.0% | $6,688+187.7% |
| Admin fee / account holder | $187,541 | $16,648+1026.5% | $12,690+1377.9% | $13,397+1299.9% |