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 | $212,828 | $180,449+17.9% | $154,107+38.1% | $135,375+57.2% |
| Participation rate | 0.0% | 87.4%-87.4pp | 83.0%-83.0pp | 82.6%-82.6pp |
| Annual return | -7.92% | 888.09%-896.0pp | 735.12%-743.0pp | 519.73%-527.7pp |
| Employer contribution / active EE | $1,948 | $6,035-67.7% | $5,298-63.2% | $4,779-59.2% |
| Participant deferral / active EE | $3,195 | $5,806-45.0% | $5,081-37.1% | $5,609-43.0% |
| Admin fee / account holder | $12,064 | $16,143-25.3% | $13,411-10.0% | $10,827+11.4% |