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 | $176,555 | $70,756+149.5% | $65,493+169.6% | $142,382+24.0% |
| Participation rate | 59.1% | 77.4%-18.3pp | 73.1%-14.0pp | 80.1%-21.0pp |
| Annual return | 15.79% | 1754.89%-1739.1pp | 982.45%-966.7pp | 217.08%-201.3pp |
| Employer contribution / active EE | $3,746 | $2,881+30.0% | $2,574+45.5% | $4,299-12.9% |
| Participant deferral / active EE | $6,442 | $4,637+38.9% | $3,961+62.6% | $6,507-1.0% |
| Admin fee / account holder | $13,346 | $6,559+103.5% | $5,028+165.4% | $12,624+5.7% |