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 | $223,535 | $102,966+117.1% | $90,281+147.6% | $152,861+46.2% |
| Participation rate | 60.0% | 75.9%-15.9pp | 73.3%-13.3pp | 82.4%-22.4pp |
| Annual return | 27.31% | 95.16%-67.9pp | 78.10%-50.8pp | 345.32%-318.0pp |
| Employer contribution / active EE | $1,404 | $3,139-55.3% | $2,854-50.8% | $4,762-70.5% |
| Participant deferral / active EE | $2,808 | $4,281-34.4% | $3,885-27.7% | $5,850-52.0% |
| Admin fee / account holder | $1,376 | $6,171-77.7% | $5,351-74.3% | $11,596-88.1% |