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 | $240,101 | $156,846+53.1% | $121,098+98.3% | $139,434+72.2% |
| Participation rate | 55.6% | 76.4%-20.9pp | 69.5%-13.9pp | 80.3%-24.8pp |
| Annual return | 13.85% | 1474.56%-1460.7pp | 985.75%-971.9pp | 372.94%-359.1pp |
| Employer contribution / active EE | $0 | $5,536-100.0% | $4,164-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $7,867 | $4,844+62.4% | $4,080+92.8% | $6,710+17.2% |
| Admin fee / account holder | $997 | $6,946-85.6% | $5,644-82.3% | $11,403-91.3% |