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 | $191,063 | $102,317+86.7% | $146,958+30.0% | $80,856+136.3% |
| Participation rate | 66.7% | 75.8%-9.2pp | 82.2%-15.5pp | 67.6%-1.0pp |
| Annual return | 27.20% | 134.76%-107.6pp | 418.34%-391.1pp | 35.59%-8.4pp |
| Employer contribution / active EE | $5,730 | $3,713+54.3% | $4,933+16.2% | $2,755+108.0% |
| Participant deferral / active EE | $3,411 | $6,644-48.7% | $8,070-57.7% | $4,296-20.6% |
| Admin fee / account holder | $615 | $7,941-92.3% | $12,998-95.3% | $6,918-91.1% |