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 | $182,537 | $102,604+77.9% | $86,188+111.8% | $139,434+30.9% |
| Participation rate | 62.5% | 74.5%-12.0pp | 69.0%-6.5pp | 80.3%-17.8pp |
| Annual return | 13.09% | 1922.51%-1909.4pp | 1168.45%-1155.4pp | 372.94%-359.9pp |
| Employer contribution / active EE | $2,077 | $3,032-31.5% | $2,380-12.7% | $4,751-56.3% |
| Participant deferral / active EE | $5,510 | $4,676+17.9% | $3,985+38.3% | $6,710-17.9% |
| Admin fee / account holder | $4,814 | $8,657-44.4% | $6,852-29.7% | $11,403-57.8% |