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 | $207,587 | $138,044+50.4% | $125,339+65.6% | $134,475+54.4% |
| Participation rate | 0.0% | 84.5%-84.5pp | 82.4%-82.4pp | 81.2%-81.2pp |
| Annual return | -18.18% | 750.33%-768.5pp | 572.05%-590.2pp | 417.96%-436.1pp |
| Employer contribution / active EE | $3,457 | $5,243-34.1% | $4,814-28.2% | $4,740-27.1% |
| Participant deferral / active EE | $6,225 | $7,799-20.2% | $7,446-16.4% | $6,400-2.7% |
| Admin fee / account holder | $3,176 | $11,571-72.6% | $10,010-68.3% | $11,426-72.2% |