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 4-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 | $181,277 | $77,419+134.2% | $69,455+161.0% | $152,861+18.6% |
| Participation rate | 0.0% | 78.1%-78.1pp | 74.6%-74.6pp | 82.4%-82.4pp |
| Annual return | 322.91% | 39.06%+283.9pp | 28.97%+293.9pp | 345.32%-22.4pp |
| Employer contribution / active EE | $6,388 | $3,315+92.7% | $2,779+129.9% | $4,762+34.1% |
| Participant deferral / active EE | $0 | $4,414-100.0% | $3,535-100.0% | $5,850-100.0% |
| Admin fee / account holder | $6,662 | $6,207+7.3% | $3,839+73.5% | $11,596-42.6% |