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 | $123,723 | $88,751+39.4% | $81,812+51.2% | $145,922-15.2% |
| Participation rate | 66.7% | 75.0%-8.4pp | 72.3%-5.7pp | 80.3%-13.6pp |
| Annual return | 12.34% | 1025.40%-1013.1pp | 773.79%-761.5pp | 561.29%-548.9pp |
| Employer contribution / active EE | $8,333 | $3,083+170.3% | $2,912+186.1% | $4,660+78.8% |
| Participant deferral / active EE | $5,000 | $4,643+7.7% | $4,319+15.8% | $6,688-25.2% |
| Admin fee / account holder | $313 | $8,415-96.3% | $7,386-95.8% | $13,397-97.7% |