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 4-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 | $209,617 | $111,754+87.6% | $103,333+102.9% | $145,922+43.7% |
| Participation rate | 14.3% | 77.9%-63.7pp | 74.5%-60.2pp | 80.3%-66.0pp |
| Annual return | 61.31% | 24.77%+36.5pp | 24.88%+36.4pp | 561.29%-500.0pp |
| Employer contribution / active EE | $7,990 | $4,212+89.7% | $3,868+106.6% | $4,660+71.5% |
| Participant deferral / active EE | $4,848 | $5,619-13.7% | $5,057-4.2% | $6,688-27.5% |
| Admin fee / account holder | $11,747 | $9,750+20.5% | $8,355+40.6% | $13,397-12.3% |