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 | $110,679 | $58,927+87.8% | $76,817+44.1% | $72,985+51.6% |
| Participation rate | 50.0% | 67.3%-17.3pp | 72.1%-22.1pp | 69.5%-19.5pp |
| Annual return | 24.61% | 2305.64%-2281.0pp | 1166.11%-1141.5pp | 81.00%-56.4pp |
| Employer contribution / active EE | $1,230 | $1,787-31.2% | $2,302-46.6% | $2,440-49.6% |
| Participant deferral / active EE | $2,350 | $2,690-12.6% | $3,336-29.5% | $3,607-34.8% |
| Admin fee / account holder | $24,924 | $4,013+521.1% | $6,420+288.2% | $5,124+386.4% |