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 | $212,351 | $111,724+90.1% | $93,606+126.9% | $145,922+45.5% |
| Participation rate | 50.0% | 74.2%-24.2pp | 68.7%-18.7pp | 80.3%-30.3pp |
| Annual return | 15.19% | 202.98%-187.8pp | 133.20%-118.0pp | 561.29%-546.1pp |
| Employer contribution / active EE | $5,080 | $3,090+64.4% | $2,420+109.9% | $4,660+9.0% |
| Participant deferral / active EE | $13,375 | $4,912+172.3% | $4,411+203.2% | $6,688+100.0% |
| Admin fee / account holder | $2,435 | $10,250-76.2% | $8,285-70.6% | $13,397-81.8% |