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 10-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 | $22,387 | $121,625-81.6% | $104,607-78.6% | $158,922-85.9% |
| Participation rate | 0.0% | 77.5%-77.5pp | 74.1%-74.1pp | 82.0%-82.0pp |
| Annual return | 10.64% | 465.26%-454.6pp | 340.46%-329.8pp | 302.83%-292.2pp |
| Employer contribution / active EE | $0 | $3,163-100.0% | $2,681-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $714 | $4,177-82.9% | $3,740-80.9% | $5,982-88.1% |
| Admin fee / account holder | $433 | $7,787-94.4% | $6,473-93.3% | $11,246-96.1% |