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 9-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 | $111,597 | $180,449-38.2% | $154,107-27.6% | $135,375-17.6% |
| Participation rate | 62.5% | 87.4%-24.9pp | 83.0%-20.5pp | 82.6%-20.1pp |
| Annual return | -1.37% | 888.09%-889.5pp | 735.12%-736.5pp | 519.73%-521.1pp |
| Employer contribution / active EE | $3,368 | $6,035-44.2% | $5,298-36.4% | $4,779-29.5% |
| Participant deferral / active EE | $3,477 | $5,806-40.1% | $5,081-31.6% | $5,609-38.0% |
| Admin fee / account holder | $223,751 | $16,143+1286.1% | $13,411+1568.4% | $10,827+1966.6% |