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 | $197,469 | $102,604+92.5% | $86,188+129.1% | $139,434+41.6% |
| Participation rate | 66.7% | 74.5%-7.8pp | 69.0%-2.3pp | 80.3%-13.7pp |
| Annual return | 19.40% | 1922.51%-1903.1pp | 1168.45%-1149.0pp | 372.94%-353.5pp |
| Employer contribution / active EE | $4,300 | $3,032+41.8% | $2,380+80.7% | $4,751-9.5% |
| Participant deferral / active EE | $28,299 | $4,676+505.2% | $3,985+610.1% | $6,710+321.7% |
| Admin fee / account holder | $44,434 | $8,657+413.3% | $6,852+548.5% | $11,403+289.7% |