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 | $200,527 | $88,751+125.9% | $81,812+145.1% | $145,922+37.4% |
| Participation rate | 41.7% | 75.0%-33.4pp | 72.3%-30.7pp | 80.3%-38.6pp |
| Annual return | 13.95% | 1025.40%-1011.5pp | 773.79%-759.8pp | 561.29%-547.3pp |
| Employer contribution / active EE | $6,914 | $3,083+124.2% | $2,912+137.4% | $4,660+48.4% |
| Participant deferral / active EE | $3,327 | $4,643-28.4% | $4,319-23.0% | $6,688-50.3% |
| Admin fee / account holder | $3,727 | $8,415-55.7% | $7,386-49.5% | $13,397-72.2% |