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 | $248,368 | $209,832+18.4% | $189,513+31.1% | $167,490+48.3% |
| Participation rate | 60.0% | 88.7%-28.7pp | 87.8%-27.8pp | 82.1%-22.1pp |
| Annual return | 9.35% | 748.27%-738.9pp | 555.15%-545.8pp | 478.56%-469.2pp |
| Employer contribution / active EE | $5,175 | $6,914-25.1% | $6,162-16.0% | $4,837+7.0% |
| Participant deferral / active EE | $5,411 | $8,935-39.4% | $8,221-34.2% | $6,341-14.7% |
| Admin fee / account holder | $27,732 | $14,293+94.0% | $12,045+130.2% | $12,309+125.3% |