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 | $201,399 | $104,486+92.8% | $76,817+162.2% | $152,861+31.8% |
| Participation rate | 50.0% | 76.6%-26.6pp | 72.1%-22.1pp | 82.4%-32.4pp |
| Annual return | 20.18% | 1013.37%-993.2pp | 1166.11%-1145.9pp | 345.32%-325.1pp |
| Employer contribution / active EE | $2,153 | $3,116-30.9% | $2,302-6.5% | $4,762-54.8% |
| Participant deferral / active EE | $8,225 | $4,236+94.2% | $3,336+146.6% | $5,850+40.6% |
| Admin fee / account holder | $93,877 | $12,275+664.8% | $6,420+1362.3% | $11,596+709.5% |