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 | $150,123 | $126,574+18.6% | $106,213+41.3% | $145,922+2.9% |
| Participation rate | 63.2% | 77.6%-14.5pp | 75.3%-12.1pp | 80.3%-17.1pp |
| Annual return | 21.54% | 224.79%-203.2pp | 116.14%-94.6pp | 561.29%-539.7pp |
| Employer contribution / active EE | $2,994 | $3,730-19.7% | $3,171-5.6% | $4,660-35.7% |
| Participant deferral / active EE | $6,988 | $5,724+22.1% | $5,016+39.3% | $6,688+4.5% |
| Admin fee / account holder | $246,062 | $17,304+1322.0% | $11,033+2130.2% | $13,397+1736.7% |