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 | $136,411 | $167,307-18.5% | $143,757-5.1% | $134,475+1.4% |
| Participation rate | 0.0% | 84.8%-84.8pp | 80.3%-80.3pp | 81.2%-81.2pp |
| Annual return | -13.68% | 0.46%-14.1pp | -0.04%-13.6pp | 417.96%-431.6pp |
| Employer contribution / active EE | $1,907 | $5,619-66.1% | $4,951-61.5% | $4,740-59.8% |
| Participant deferral / active EE | $9,233 | $6,446+43.2% | $5,637+63.8% | $6,400+44.3% |
| Admin fee / account holder | $763 | $18,088-95.8% | $14,673-94.8% | $11,426-93.3% |