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 | $212,721 | $96,635+120.1% | $86,612+145.6% | $139,434+52.6% |
| Participation rate | 58.3% | 74.4%-16.1pp | 71.7%-13.4pp | 80.3%-22.0pp |
| Annual return | 23.19% | 106.41%-83.2pp | 591.07%-567.9pp | 372.94%-349.8pp |
| Employer contribution / active EE | $2,855 | $3,263-12.5% | $3,022-5.5% | $4,751-39.9% |
| Participant deferral / active EE | $9,028 | $4,836+86.7% | $4,438+103.4% | $6,710+34.5% |
| Admin fee / account holder | $5,533 | $6,408-13.6% | $5,614-1.4% | $11,403-51.5% |