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 | $130,997 | $99,020+32.3% | $86,590+51.3% | $147,584-11.2% |
| Participation rate | 0.0% | 76.3%-76.3pp | 73.5%-73.5pp | 82.8%-82.8pp |
| Annual return | 13.28% | 1312.34%-1299.1pp | 964.84%-951.6pp | 578.55%-565.3pp |
| Employer contribution / active EE | $2,288 | $3,132-27.0% | $2,839-19.4% | $4,876-53.1% |
| Participant deferral / active EE | $3,175 | $3,972-20.1% | $3,609-12.0% | $5,439-41.6% |
| Admin fee / account holder | $70,485 | $5,710+1134.3% | $4,906+1336.8% | $10,885+547.5% |