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 | $249,344 | $210,648+18.4% | $177,989+40.1% | $145,922+70.9% |
| Participation rate | 50.0% | 80.8%-30.8pp | 77.1%-27.1pp | 80.3%-30.3pp |
| Annual return | 12.52% | 385.86%-373.3pp | 294.48%-282.0pp | 561.29%-548.8pp |
| Employer contribution / active EE | $1,325 | $4,565-71.0% | $3,949-66.5% | $4,660-71.6% |
| Participant deferral / active EE | $4,123 | $6,958-40.7% | $6,276-34.3% | $6,688-38.4% |
| Admin fee / account holder | $17,574 | $12,013+46.3% | $10,363+69.6% | $13,397+31.2% |