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 | $155,919 | $27,915+458.5% | $58,482+166.6% | $75,163+107.4% |
| Participation rate | 64.0% | 38.8%+25.2pp | 50.9%+13.1pp | 67.2%-3.2pp |
| Annual return | 18.71% | 44.20%-25.5pp | 4239.32%-4220.6pp | 160.62%-141.9pp |
| Employer contribution / active EE | $4,348 | $669+549.9% | $1,053+312.8% | $2,670+62.9% |
| Participant deferral / active EE | $3,674 | $1,201+205.8% | $1,924+91.0% | $4,125-10.9% |
| Admin fee / account holder | $4,856 | $1,726+181.4% | $2,516+93.0% | $5,651-14.1% |