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 | $230,473 | $100,852+128.5% | $90,404+154.9% | $158,922+45.0% |
| Participation rate | 54.5% | 75.0%-20.5pp | 72.7%-18.1pp | 82.0%-27.4pp |
| Annual return | 6.98% | 1724.20%-1717.2pp | 1293.02%-1286.0pp | 302.83%-295.8pp |
| Employer contribution / active EE | $1,203 | $3,689-67.4% | $3,262-63.1% | $4,761-74.7% |
| Participant deferral / active EE | $4,991 | $4,348+14.8% | $3,963+25.9% | $5,982-16.6% |
| Admin fee / account holder | $672 | $6,501-89.7% | $5,611-88.0% | $11,246-94.0% |