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 | $193,867 | $100,852+92.2% | $90,404+114.4% | $158,922+22.0% |
| Participation rate | 64.3% | 75.0%-10.7pp | 72.7%-8.4pp | 82.0%-17.7pp |
| Annual return | 13.92% | 1724.20%-1710.3pp | 1293.02%-1279.1pp | 302.83%-288.9pp |
| Employer contribution / active EE | $2,262 | $3,689-38.7% | $3,262-30.7% | $4,761-52.5% |
| Participant deferral / active EE | $5,716 | $4,348+31.5% | $3,963+44.2% | $5,982-4.4% |
| Admin fee / account holder | $2,877 | $6,501-55.7% | $5,611-48.7% | $11,246-74.4% |