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 | $36,080 | $70,756-49.0% | $65,493-44.9% | $142,382-74.7% |
| Participation rate | 0.0% | 77.4%-77.4pp | 73.1%-73.1pp | 80.1%-80.1pp |
| Annual return | 18.10% | 1754.89%-1736.8pp | 982.45%-964.3pp | 217.08%-199.0pp |
| Employer contribution / active EE | $1,800 | $2,881-37.5% | $2,574-30.1% | $4,299-58.1% |
| Participant deferral / active EE | $8,493 | $4,637+83.1% | $3,961+114.4% | $6,507+30.5% |
| Admin fee / account holder | $628 | $6,559-90.4% | $5,028-87.5% | $12,624-95.0% |