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 | $220,050 | $99,640+120.8% | $86,436+154.6% | $134,475+63.6% |
| Participation rate | 20.0% | 82.0%-62.0pp | 80.3%-60.3pp | 81.2%-61.2pp |
| Annual return | -17.65% | 6782.58%-6800.2pp | 4394.89%-4412.5pp | 417.96%-435.6pp |
| Employer contribution / active EE | $17,593 | $4,400+299.8% | $3,769+366.8% | $4,740+271.2% |
| Participant deferral / active EE | $43,164 | $7,246+495.7% | $6,952+520.9% | $6,400+574.5% |
| Admin fee / account holder | $134,211 | $8,371+1503.2% | $6,731+1893.9% | $11,426+1074.6% |