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 | $205,953 | $169,032+21.8% | $129,207+59.4% | $145,922+41.1% |
| Participation rate | 20.0% | 76.4%-56.4pp | 69.6%-49.6pp | 80.3%-60.3pp |
| Annual return | 11.85% | 14330.11%-14318.3pp | 9417.33%-9405.5pp | 561.29%-549.4pp |
| Employer contribution / active EE | $640 | $5,537-88.4% | $4,153-84.6% | $4,660-86.3% |
| Participant deferral / active EE | $4,000 | $4,987-19.8% | $4,168-4.0% | $6,688-40.2% |
| Admin fee / account holder | $3,083 | $9,954-69.0% | $7,715-60.0% | $13,397-77.0% |