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 | $236,716 | $150,440+57.3% | $136,294+73.7% | $147,584+60.4% |
| Participation rate | 57.1% | 84.4%-27.3pp | 81.9%-24.8pp | 82.8%-25.7pp |
| Annual return | 13.22% | 1049.08%-1035.9pp | 5155.94%-5142.7pp | 578.55%-565.3pp |
| Employer contribution / active EE | $2,831 | $5,256-46.1% | $4,695-39.7% | $4,876-41.9% |
| Participant deferral / active EE | $11,807 | $6,630+78.1% | $6,247+89.0% | $5,439+117.1% |
| Admin fee / account holder | $1,101 | $10,905-89.9% | $9,243-88.1% | $10,885-89.9% |