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 | $245,452 | $72,400+239.0% | $67,502+263.6% | $145,922+68.2% |
| Participation rate | 46.7% | 76.9%-30.2pp | 72.9%-26.2pp | 80.3%-33.6pp |
| Annual return | 15.04% | 7182.46%-7167.4pp | 3512.12%-3497.1pp | 561.29%-546.2pp |
| Employer contribution / active EE | $2,444 | $3,069-20.4% | $2,731-10.5% | $4,660-47.6% |
| Participant deferral / active EE | $5,981 | $4,783+25.0% | $4,000+49.5% | $6,688-10.6% |
| Admin fee / account holder | $4,299 | $5,539-22.4% | $3,998+7.5% | $13,397-67.9% |