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 | $171,227 | $79,171+116.3% | $102,423+67.2% | $74,495+129.9% |
| Participation rate | 63.4% | 74.8%-11.4pp | 76.5%-13.1pp | 67.2%-3.8pp |
| Annual return | 11.29% | 54.93%-43.6pp | 29.32%-18.0pp | 1364.94%-1353.7pp |
| Employer contribution / active EE | $4,063 | $2,362+72.0% | $3,023+34.4% | $2,623+54.9% |
| Participant deferral / active EE | $5,647 | $4,415+27.9% | $5,053+11.8% | $4,346+30.0% |
| Admin fee / account holder | $22,127 | $2,001+1006.0% | $9,451+134.1% | $1,942+1039.6% |