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 | $231,585 | $138,044+67.8% | $125,339+84.8% | $134,475+72.2% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | -13.64% | 750.33%-764.0pp | 572.05%-585.7pp | 417.96%-431.6pp |
| Employer contribution / active EE | $64,677 | $5,243+1133.5% | $4,814+1243.6% | $4,740+1264.6% |
| Participant deferral / active EE | $33,414 | $7,799+328.5% | $7,446+348.7% | $6,400+422.1% |
| Admin fee / account holder | $17,496 | $11,571+51.2% | $10,010+74.8% | $11,426+53.1% |