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 | $224,717 | $65,561+242.8% | $86,188+160.7% | $75,163+199.0% |
| Participation rate | 60.5% | 60.5%0pp | 69.0%-8.4pp | 67.2%-6.7pp |
| Annual return | 13.36% | 46.05%-32.7pp | 1168.45%-1155.1pp | 160.62%-147.3pp |
| Employer contribution / active EE | $4,336 | $1,553+179.3% | $2,380+82.2% | $2,670+62.4% |
| Participant deferral / active EE | $6,496 | $3,024+114.8% | $3,985+63.0% | $4,125+57.5% |
| Admin fee / account holder | $39,638 | $5,474+624.1% | $6,852+478.5% | $5,651+601.4% |