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 | $247,015 | $109,982+124.6% | $97,226+154.1% | $145,922+69.3% |
| Participation rate | 66.7% | 75.9%-9.3pp | 72.7%-6.0pp | 80.3%-13.6pp |
| Annual return | 8.44% | 242.90%-234.5pp | 75.13%-66.7pp | 561.29%-552.8pp |
| Employer contribution / active EE | $2,192 | $3,084-28.9% | $2,729-19.7% | $4,660-52.9% |
| Participant deferral / active EE | $10,078 | $4,676+115.5% | $4,264+136.4% | $6,688+50.7% |
| Admin fee / account holder | $55,098 | $6,221+785.7% | $5,654+874.6% | $13,397+311.3% |