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 | $177,349 | $100,852+75.8% | $90,404+96.2% | $158,922+11.6% |
| Participation rate | 57.1% | 75.0%-17.9pp | 72.7%-15.5pp | 82.0%-24.8pp |
| Annual return | 17.74% | 1724.20%-1706.5pp | 1293.02%-1275.3pp | 302.83%-285.1pp |
| Employer contribution / active EE | $2,250 | $3,689-39.0% | $3,262-31.0% | $4,761-52.7% |
| Participant deferral / active EE | $5,310 | $4,348+22.1% | $3,963+34.0% | $5,982-11.2% |
| Admin fee / account holder | $524 | $6,501-91.9% | $5,611-90.7% | $11,246-95.3% |