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 6-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 | $198,550 | $76,738+158.7% | $56,411+252.0% | $145,922+36.1% |
| Participation rate | 28.6% | 63.2%-34.6pp | 52.5%-23.9pp | 80.3%-51.7pp |
| Annual return | 15.74% | 2994.23%-2978.5pp | 1701.33%-1685.6pp | 561.29%-545.5pp |
| Employer contribution / active EE | $3,342 | $1,380+142.2% | $1,039+221.7% | $4,660-28.3% |
| Participant deferral / active EE | $11,143 | $2,623+324.9% | $1,952+470.9% | $6,688+66.6% |
| Admin fee / account holder | $7,213 | $3,334+116.4% | $2,829+155.0% | $13,397-46.2% |