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 | $239,986 | $109,817+118.5% | $98,442+143.8% | $167,490+43.3% |
| Participation rate | 0.0% | 75.8%-75.8pp | 73.3%-73.3pp | 82.1%-82.1pp |
| Annual return | 18.56% | 1956.69%-1938.1pp | 1492.73%-1474.2pp | 478.56%-460.0pp |
| Employer contribution / active EE | $6,457 | $3,224+100.3% | $2,960+118.2% | $4,837+33.5% |
| Participant deferral / active EE | $7,747 | $4,673+65.8% | $4,276+81.2% | $6,341+22.2% |
| Admin fee / account holder | $2,153 | $6,753-68.1% | $5,949-63.8% | $12,309-82.5% |