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 | $181,058 | $209,411-13.5% | $178,490+1.4% | $158,922+13.9% |
| Participation rate | 0.0% | 86.3%-86.3pp | 81.9%-81.9pp | 82.0%-82.0pp |
| Annual return | 20.94% | 188.75%-167.8pp | 151.07%-130.1pp | 302.83%-281.9pp |
| Employer contribution / active EE | $24,000 | $5,706+320.6% | $5,011+379.0% | $4,761+404.1% |
| Participant deferral / active EE | $19,500 | $5,954+227.5% | $5,202+274.9% | $5,982+226.0% |
| Admin fee / account holder | $958 | $17,074-94.4% | $13,984-93.1% | $11,246-91.5% |