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 | $70,197 | $67,331+4.3% | $60,874+15.3% | $134,475-47.8% |
| Participation rate | 0.0% | 76.2%-76.2pp | 73.1%-73.1pp | 81.2%-81.2pp |
| Annual return | -7.47% | 49.93%-57.4pp | 16.90%-24.4pp | 417.96%-425.4pp |
| Employer contribution / active EE | $3,916 | $3,096+26.5% | $2,701+45.0% | $4,740-17.4% |
| Participant deferral / active EE | $7,370 | $4,538+62.4% | $3,817+93.1% | $6,400+15.2% |
| Admin fee / account holder | $27,418 | $4,582+498.4% | $3,224+750.4% | $11,426+140.0% |