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 3-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 | $240,588 | $96,128+150.3% | $136,007+76.9% | $80,856+197.5% |
| Participation rate | 51.9% | 71.2%-19.4pp | 76.5%-24.6pp | 67.6%-15.8pp |
| Annual return | 157.43% | 28.71%+128.7pp | 579.32%-421.9pp | 35.59%+121.8pp |
| Employer contribution / active EE | $2,262 | $3,351-32.5% | $4,217-46.4% | $2,755-17.9% |
| Participant deferral / active EE | $4,441 | $5,709-22.2% | $7,025-36.8% | $4,296+3.4% |
| Admin fee / account holder | $775 | $8,236-90.6% | $6,858-88.7% | $6,918-88.8% |