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 | $245,792 | $150,440+63.4% | $136,294+80.3% | $147,584+66.5% |
| Participation rate | 66.7% | 84.4%-17.8pp | 81.9%-15.3pp | 82.8%-16.2pp |
| Annual return | 21.31% | 1049.08%-1027.8pp | 5155.94%-5134.6pp | 578.55%-557.2pp |
| Employer contribution / active EE | $1,874 | $5,256-64.4% | $4,695-60.1% | $4,876-61.6% |
| Participant deferral / active EE | $3,790 | $6,630-42.8% | $6,247-39.3% | $5,439-30.3% |
| Admin fee / account holder | $951 | $10,905-91.3% | $9,243-89.7% | $10,885-91.3% |