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 | $233,876 | $111,724+109.3% | $93,606+149.9% | $145,922+60.3% |
| Participation rate | 60.0% | 74.2%-14.2pp | 68.7%-8.7pp | 80.3%-20.3pp |
| Annual return | 30.24% | 202.98%-172.7pp | 133.20%-103.0pp | 561.29%-531.0pp |
| Employer contribution / active EE | $987 | $3,090-68.0% | $2,420-59.2% | $4,660-78.8% |
| Participant deferral / active EE | $7,364 | $4,912+49.9% | $4,411+66.9% | $6,688+10.1% |
| Admin fee / account holder | $5,688 | $10,250-44.5% | $8,285-31.3% | $13,397-57.5% |