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 | $224,269 | $171,865+30.5% | $149,718+49.8% | $147,584+52.0% |
| Participation rate | 40.0% | 88.2%-48.2pp | 87.1%-47.1pp | 82.8%-42.8pp |
| Annual return | 16.38% | 2113.22%-2096.8pp | 1501.63%-1485.2pp | 578.55%-562.2pp |
| Employer contribution / active EE | $8,712 | $6,275+38.8% | $5,445+60.0% | $4,876+78.7% |
| Participant deferral / active EE | $0 | $7,271-100.0% | $6,569-100.0% | $5,439-100.0% |
| Admin fee / account holder | $797 | $13,799-94.2% | $11,283-92.9% | $10,885-92.7% |