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 | $244,269 | $114,047+114.2% | $96,139+154.1% | $167,490+45.8% |
| Participation rate | 60.0% | 75.1%-15.1pp | 68.4%-8.4pp | 82.1%-22.1pp |
| Annual return | 18.31% | 189.88%-171.6pp | 191.94%-173.6pp | 478.56%-460.2pp |
| Employer contribution / active EE | $5,053 | $3,427+47.5% | $2,797+80.7% | $4,837+4.5% |
| Participant deferral / active EE | $11,055 | $5,194+112.9% | $4,349+154.2% | $6,341+74.3% |
| Admin fee / account holder | $3,259 | $6,897-52.7% | $5,537-41.1% | $12,309-73.5% |