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 | $247,113 | $180,449+36.9% | $154,107+60.4% | $135,375+82.5% |
| Participation rate | 58.3% | 87.4%-29.1pp | 83.0%-24.7pp | 82.6%-24.3pp |
| Annual return | -5.10% | 888.09%-893.2pp | 735.12%-740.2pp | 519.73%-524.8pp |
| Employer contribution / active EE | $1,803 | $6,035-70.1% | $5,298-66.0% | $4,779-62.3% |
| Participant deferral / active EE | $4,150 | $5,806-28.5% | $5,081-18.3% | $5,609-26.0% |
| Admin fee / account holder | $1,822 | $16,143-88.7% | $13,411-86.4% | $10,827-83.2% |