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 | $196,079 | $100,852+94.4% | $90,404+116.9% | $158,922+23.4% |
| Participation rate | 57.1% | 75.0%-17.9pp | 72.7%-15.5pp | 82.0%-24.8pp |
| Annual return | 21.35% | 1724.20%-1702.9pp | 1293.02%-1271.7pp | 302.83%-281.5pp |
| Employer contribution / active EE | $1,520 | $3,689-58.8% | $3,262-53.4% | $4,761-68.1% |
| Participant deferral / active EE | $1,520 | $4,348-65.0% | $3,963-61.6% | $5,982-74.6% |
| Admin fee / account holder | $8,650 | $6,501+33.1% | $5,611+54.2% | $11,246-23.1% |