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 7-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 | $242,008 | $100,852+140.0% | $90,404+167.7% | $158,922+52.3% |
| Participation rate | 60.0% | 75.0%-15.0pp | 72.7%-12.7pp | 82.0%-22.0pp |
| Annual return | 18.29% | 1724.20%-1705.9pp | 1293.02%-1274.7pp | 302.83%-284.5pp |
| Employer contribution / active EE | $1,865 | $3,689-49.4% | $3,262-42.8% | $4,761-60.8% |
| Participant deferral / active EE | $8,400 | $4,348+93.2% | $3,963+111.9% | $5,982+40.4% |
| Admin fee / account holder | $1,882 | $6,501-71.1% | $5,611-66.5% | $11,246-83.3% |