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 9-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 | $97,762 | $104,664-6.6% | $85,682+14.1% | $167,490-41.6% |
| Participation rate | 0.0% | 76.4%-76.4pp | 69.9%-69.9pp | 82.1%-82.1pp |
| Annual return | 31.42% | 21.45%+10.0pp | 21.49%+9.9pp | 478.56%-447.1pp |
| Employer contribution / active EE | $2,996 | $3,337-10.2% | $2,618+14.4% | $4,837-38.1% |
| Participant deferral / active EE | $6,500 | $4,824+34.7% | $3,923+65.7% | $6,341+2.5% |
| Admin fee / account holder | $3,952 | $10,032-60.6% | $6,873-42.5% | $12,309-67.9% |