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 | $131,916 | $72,400+82.2% | $67,502+95.4% | $145,922-9.6% |
| Participation rate | 50.0% | 76.9%-26.9pp | 72.9%-22.9pp | 80.3%-30.3pp |
| Annual return | 9.69% | 7182.46%-7172.8pp | 3512.12%-3502.4pp | 561.29%-551.6pp |
| Employer contribution / active EE | $1,146 | $3,069-62.7% | $2,731-58.1% | $4,660-75.4% |
| Participant deferral / active EE | $1,146 | $4,783-76.1% | $4,000-71.4% | $6,688-82.9% |
| Admin fee / account holder | $38,589 | $5,539+596.7% | $3,998+865.3% | $13,397+188.0% |