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 | $182,915 | $156,846+16.6% | $121,098+51.0% | $139,434+31.2% |
| Participation rate | 62.5% | 76.4%-13.9pp | 69.5%-7.0pp | 80.3%-17.8pp |
| Annual return | 20.11% | 1474.56%-1454.4pp | 985.75%-965.6pp | 372.94%-352.8pp |
| Employer contribution / active EE | $5,020 | $5,536-9.3% | $4,164+20.6% | $4,751+5.7% |
| Participant deferral / active EE | $14,528 | $4,844+199.9% | $4,080+256.1% | $6,710+116.5% |
| Admin fee / account holder | $707 | $6,946-89.8% | $5,644-87.5% | $11,403-93.8% |