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 | $166,928 | $160,055+4.3% | $140,016+19.2% | $135,375+23.3% |
| Participation rate | 64.3% | 88.5%-24.2pp | 87.5%-23.2pp | 82.6%-18.4pp |
| Annual return | -6.91% | 911.38%-918.3pp | 651.12%-658.0pp | 519.73%-526.6pp |
| Employer contribution / active EE | $0 | $6,420-100.0% | $5,606-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $5,072 | $7,642-33.6% | $6,927-26.8% | $5,609-9.6% |
| Admin fee / account holder | $28,853 | $13,328+116.5% | $10,705+169.5% | $10,827+166.5% |