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 | $231,082 | $70,606+227.3% | $53,898+328.7% | $142,382+62.3% |
| Participation rate | 62.5% | 63.7%-1.2pp | 55.0%+7.5pp | 80.1%-17.6pp |
| Annual return | 15.83% | 619.81%-604.0pp | 528.60%-512.8pp | 217.08%-201.2pp |
| Employer contribution / active EE | $661 | $1,202-45.0% | $932-29.1% | $4,299-84.6% |
| Participant deferral / active EE | $1,882 | $2,364-20.4% | $1,826+3.0% | $6,507-71.1% |
| Admin fee / account holder | $2,172 | $2,852-23.8% | $2,491-12.8% | $12,624-82.8% |