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 | $235,985 | $202,318+16.6% | $172,739+36.6% | $152,861+54.4% |
| Participation rate | 42.9% | 87.1%-44.2pp | 82.6%-39.8pp | 82.4%-39.6pp |
| Annual return | 26.30% | 1029.65%-1003.4pp | 802.84%-776.5pp | 345.32%-319.0pp |
| Employer contribution / active EE | $10,762 | $5,856+83.8% | $5,143+109.3% | $4,762+126.0% |
| Participant deferral / active EE | $5,643 | $5,948-5.1% | $5,198+8.6% | $5,850-3.5% |
| Admin fee / account holder | $1,437 | $17,109-91.6% | $13,954-89.7% | $11,596-87.6% |