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 10-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 | $167,419 | $88,751+88.6% | $81,812+104.6% | $145,922+14.7% |
| Participation rate | 68.8% | 75.0%-6.3pp | 72.3%-3.6pp | 80.3%-11.5pp |
| Annual return | 9.78% | 1025.40%-1015.6pp | 773.79%-764.0pp | 561.29%-551.5pp |
| Employer contribution / active EE | $581 | $3,083-81.2% | $2,912-80.1% | $4,660-87.5% |
| Participant deferral / active EE | $3,998 | $4,643-13.9% | $4,319-7.4% | $6,688-40.2% |
| Admin fee / account holder | $1,772 | $8,415-78.9% | $7,386-76.0% | $13,397-86.8% |