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 | $62,520 | $135,635-53.9% | $110,238-43.3% | $135,375-53.8% |
| Participation rate | 0.0% | 83.5%-83.5pp | 79.8%-79.8pp | 82.6%-82.6pp |
| Annual return | -8.33% | 513.19%-521.5pp | 314.74%-323.1pp | 519.73%-528.1pp |
| Employer contribution / active EE | $2,555 | $4,906-47.9% | $3,826-33.2% | $4,779-46.5% |
| Participant deferral / active EE | $3,398 | $5,506-38.3% | $4,672-27.3% | $5,609-39.4% |
| Admin fee / account holder | $11,434 | $11,457-0.2% | $8,547+33.8% | $10,827+5.6% |