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 5-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 | $240,268 | $169,032+42.1% | $129,207+86.0% | $145,922+64.7% |
| Participation rate | 33.3% | 76.4%-43.1pp | 69.6%-36.3pp | 80.3%-46.9pp |
| Annual return | 8.90% | 14330.11%-14321.2pp | 9417.33%-9408.4pp | 561.29%-552.4pp |
| Employer contribution / active EE | $4,476 | $5,537-19.2% | $4,153+7.8% | $4,660-3.9% |
| Participant deferral / active EE | $4,166 | $4,987-16.5% | $4,1680% | $6,688-37.7% |
| Admin fee / account holder | $2,955 | $9,954-70.3% | $7,715-61.7% | $13,397-77.9% |