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 | $111,485 | $197,825-43.6% | $155,790-28.4% | $125,391-11.1% |
| Participation rate | 0.0% | 82.1%-82.1pp | 76.1%-76.1pp | 83.2%-83.2pp |
| Annual return | -2.84% | 86.74%-89.6pp | 71.54%-74.4pp | 282.22%-285.1pp |
| Employer contribution / active EE | $35,000 | $4,847+622.1% | $3,836+812.4% | $4,866+619.3% |
| Participant deferral / active EE | $24,000 | $5,630+326.3% | $4,797+400.3% | $5,352+348.5% |
| Admin fee / account holder | $416 | $9,545-95.6% | $7,478-94.4% | $9,540-95.6% |