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 | $142,066 | $202,318-29.8% | $172,739-17.8% | $152,861-7.1% |
| Participation rate | 66.7% | 87.1%-20.4pp | 82.6%-16.0pp | 82.4%-15.8pp |
| Annual return | 24.29% | 1029.65%-1005.4pp | 802.84%-778.5pp | 345.32%-321.0pp |
| Employer contribution / active EE | $3,470 | $5,856-40.8% | $5,143-32.5% | $4,762-27.1% |
| Participant deferral / active EE | $13,092 | $5,948+120.1% | $5,198+151.9% | $5,850+123.8% |
| Admin fee / account holder | $1,161 | $17,109-93.2% | $13,954-91.7% | $11,596-90.0% |