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 6-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 | $156,604 | $109,982+42.4% | $97,226+61.1% | $145,922+7.3% |
| Participation rate | 33.3% | 75.9%-42.6pp | 72.7%-39.4pp | 80.3%-46.9pp |
| Annual return | 9.97% | 242.90%-232.9pp | 75.13%-65.2pp | 561.29%-551.3pp |
| Employer contribution / active EE | $998 | $3,084-67.6% | $2,729-63.4% | $4,660-78.6% |
| Participant deferral / active EE | $6,000 | $4,676+28.3% | $4,264+40.7% | $6,688-10.3% |
| Admin fee / account holder | $941 | $6,221-84.9% | $5,654-83.4% | $13,397-93.0% |