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 | $117,136 | $70,587+65.9% | $124,672-6.0% | $85,850+36.4% |
| Participation rate | 55.6% | 64.4%-8.9pp | 74.6%-19.1pp | 69.3%-13.8pp |
| Annual return | 12.29% | 20688.83%-20676.5pp | 5142.93%-5130.6pp | 318.53%-306.2pp |
| Employer contribution / active EE | $0 | $1,913-100.0% | $3,324-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,553 | $2,969-14.0% | $4,614-44.7% | $3,952-35.4% |
| Admin fee / account holder | $12,278 | $5,282+132.4% | $7,493+63.9% | $6,260+96.1% |