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 | $241,266 | $96,635+149.7% | $86,612+178.6% | $139,434+73.0% |
| Participation rate | 37.5% | 74.4%-36.9pp | 71.7%-34.2pp | 80.3%-42.8pp |
| Annual return | 40.73% | 106.41%-65.7pp | 591.07%-550.3pp | 372.94%-332.2pp |
| Employer contribution / active EE | $540 | $3,263-83.5% | $3,022-82.1% | $4,751-88.6% |
| Participant deferral / active EE | $7,605 | $4,836+57.3% | $4,438+71.4% | $6,710+13.3% |
| Admin fee / account holder | $1,526 | $6,408-76.2% | $5,614-72.8% | $11,403-86.6% |