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 | $159,129 | $101,317+57.1% | $146,958+8.3% | $74,495+113.6% |
| Participation rate | 68.0% | 75.5%-7.6pp | 82.2%-14.2pp | 67.2%+0.8pp |
| Annual return | 18.10% | 8730.91%-8712.8pp | 418.34%-400.2pp | 1364.94%-1346.8pp |
| Employer contribution / active EE | $1,930 | $3,810-49.4% | $4,933-60.9% | $2,623-26.4% |
| Participant deferral / active EE | $7,785 | $7,303+6.6% | $8,070-3.5% | $4,346+79.1% |
| Admin fee / account holder | $10,859 | $1,739+524.5% | $12,998-16.5% | $1,942+459.2% |