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 | $151,634 | $88,751+70.9% | $81,812+85.3% | $145,922+3.9% |
| Participation rate | 69.2% | 75.0%-5.8pp | 72.3%-3.1pp | 80.3%-11.0pp |
| Annual return | 9.73% | 1025.40%-1015.7pp | 773.79%-764.1pp | 561.29%-551.6pp |
| Employer contribution / active EE | $1,645 | $3,083-46.7% | $2,912-43.5% | $4,660-64.7% |
| Participant deferral / active EE | $4,346 | $4,643-6.4% | $4,319+0.6% | $6,688-35.0% |
| Admin fee / account holder | $6,331 | $8,415-24.8% | $7,386-14.3% | $13,397-52.7% |