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 8-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 | $152,311 | $102,604+48.4% | $86,188+76.7% | $139,434+9.2% |
| Participation rate | 50.0% | 74.5%-24.5pp | 69.0%-19.0pp | 80.3%-30.3pp |
| Annual return | 15.50% | 1922.51%-1907.0pp | 1168.45%-1152.9pp | 372.94%-357.4pp |
| Employer contribution / active EE | $4,693 | $3,032+54.8% | $2,380+97.2% | $4,751-1.2% |
| Participant deferral / active EE | $8,651 | $4,676+85.0% | $3,985+117.1% | $6,710+28.9% |
| Admin fee / account holder | $1,619 | $8,657-81.3% | $6,852-76.4% | $11,403-85.8% |