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 | $199,928 | $100,852+98.2% | $90,404+121.2% | $158,922+25.8% |
| Participation rate | 40.0% | 75.0%-35.0pp | 72.7%-32.7pp | 82.0%-42.0pp |
| Annual return | 13.27% | 1724.20%-1710.9pp | 1293.02%-1279.7pp | 302.83%-289.6pp |
| Employer contribution / active EE | $683 | $3,689-81.5% | $3,262-79.0% | $4,761-85.6% |
| Participant deferral / active EE | $1,360 | $4,348-68.7% | $3,963-65.7% | $5,982-77.3% |
| Admin fee / account holder | $2,785 | $6,501-57.2% | $5,611-50.4% | $11,246-75.2% |