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 | $209,596 | $106,584+96.6% | $101,326+106.9% | $142,382+47.2% |
| Participation rate | 0.0% | 82.7%-82.7pp | 81.5%-81.5pp | 80.1%-80.1pp |
| Annual return | 13.94% | 36.93%-23.0pp | 36.82%-22.9pp | 217.08%-203.1pp |
| Employer contribution / active EE | $11,259 | $3,956+184.6% | $3,665+207.2% | $4,299+161.9% |
| Participant deferral / active EE | $33,725 | $8,297+306.5% | $7,994+321.9% | $6,507+418.3% |
| Admin fee / account holder | $303,052 | $11,446+2547.6% | $11,185+2609.4% | $12,624+2300.7% |