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 | $195,851 | $104,974+86.6% | $95,585+104.9% | $142,382+37.6% |
| Participation rate | 0.0% | 75.0%-75.0pp | 72.1%-72.1pp | 80.1%-80.1pp |
| Annual return | 14.93% | 210.33%-195.4pp | 38.56%-23.6pp | 217.08%-202.1pp |
| Employer contribution / active EE | $10,270 | $2,779+269.6% | $2,527+306.5% | $4,299+138.9% |
| Participant deferral / active EE | $13,908 | $4,352+219.6% | $4,023+245.7% | $6,507+113.7% |
| Admin fee / account holder | $161,685 | $6,386+2431.8% | $6,127+2538.7% | $12,624+1180.8% |