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 | $147,139 | $95,971+53.3% | $74,550+97.4% | $135,375+8.7% |
| Participation rate | 0.0% | 75.7%-75.7pp | 69.1%-69.1pp | 82.6%-82.6pp |
| Annual return | 0.73% | 56.96%-56.2pp | 32.53%-31.8pp | 519.73%-519.0pp |
| Employer contribution / active EE | $6,517 | $2,716+139.9% | $1,961+232.3% | $4,779+36.4% |
| Participant deferral / active EE | $1,733 | $3,843-54.9% | $3,108-44.2% | $5,609-69.1% |
| Admin fee / account holder | $4,381 | $6,522-32.8% | $5,060-13.4% | $10,827-59.5% |