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 | $228,373 | $169,032+35.1% | $129,207+76.7% | $145,922+56.5% |
| Participation rate | 66.7% | 76.4%-9.8pp | 69.6%-2.9pp | 80.3%-13.6pp |
| Annual return | 11.33% | 14330.11%-14318.8pp | 9417.33%-9406.0pp | 561.29%-550.0pp |
| Employer contribution / active EE | $2,590 | $5,537-53.2% | $4,153-37.6% | $4,660-44.4% |
| Participant deferral / active EE | $8,298 | $4,987+66.4% | $4,168+99.1% | $6,688+24.1% |
| Admin fee / account holder | $99,694 | $9,954+901.5% | $7,715+1192.3% | $13,397+644.2% |