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 | $225,519 | $159,901+41.0% | $146,958+53.5% | $145,922+54.5% |
| Participation rate | 63.6% | 84.0%-20.4pp | 82.2%-18.5pp | 80.3%-16.6pp |
| Annual return | 39.76% | 98.13%-58.4pp | 418.34%-378.6pp | 561.29%-521.5pp |
| Employer contribution / active EE | $18,423 | $5,286+248.5% | $4,933+273.5% | $4,660+295.4% |
| Participant deferral / active EE | $9,221 | $8,428+9.4% | $8,070+14.3% | $6,688+37.9% |
| Admin fee / account holder | $44,766 | $15,044+197.6% | $12,998+244.4% | $13,397+234.1% |