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 | $160,904 | $88,751+81.3% | $81,812+96.7% | $145,922+10.3% |
| Participation rate | 60.0% | 75.0%-15.0pp | 72.3%-12.3pp | 80.3%-20.3pp |
| Annual return | 13.80% | 1025.40%-1011.6pp | 773.79%-760.0pp | 561.29%-547.5pp |
| Employer contribution / active EE | $2,021 | $3,083-34.5% | $2,912-30.6% | $4,660-56.6% |
| Participant deferral / active EE | $7,936 | $4,643+70.9% | $4,319+83.8% | $6,688+18.7% |
| Admin fee / account holder | $765 | $8,415-90.9% | $7,386-89.6% | $13,397-94.3% |