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 | $87,653 | $76,738+14.2% | $56,411+55.4% | $145,922-39.9% |
| Participation rate | 0.0% | 63.2%-63.2pp | 52.5%-52.5pp | 80.3%-80.3pp |
| Annual return | 9.65% | 2994.23%-2984.6pp | 1701.33%-1691.7pp | 561.29%-551.6pp |
| Employer contribution / active EE | $333 | $1,380-75.8% | $1,039-67.9% | $4,660-92.8% |
| Participant deferral / active EE | $555 | $2,623-78.9% | $1,952-71.6% | $6,688-91.7% |
| Admin fee / account holder | $10,218 | $3,334+206.5% | $2,829+261.2% | $13,397-23.7% |