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 | $112,926 | $104,106+8.5% | $71,086+58.9% | $135,375-16.6% |
| Participation rate | 9.1% | 65.7%-56.6pp | 54.7%-45.6pp | 82.6%-73.5pp |
| Annual return | -8.36% | 1256.30%-1264.7pp | 650.59%-658.9pp | 519.73%-528.1pp |
| Employer contribution / active EE | $435 | $1,485-70.7% | $1,088-60.0% | $4,779-90.9% |
| Participant deferral / active EE | $4,355 | $2,527+72.3% | $1,874+132.3% | $5,609-22.4% |
| Admin fee / account holder | $108,371 | $4,142+2516.6% | $3,082+3415.8% | $10,827+900.9% |