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 | $152,420 | $159,901-4.7% | $146,958+3.7% | $145,922+4.5% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 54.28% | 98.13%-43.8pp | 418.34%-364.1pp | 561.29%-507.0pp |
| Employer contribution / active EE | $2,446 | $5,286-53.7% | $4,933-50.4% | $4,660-47.5% |
| Participant deferral / active EE | $22,108 | $8,428+162.3% | $8,070+174.0% | $6,688+230.6% |
| Admin fee / account holder | $23,110 | $15,044+53.6% | $12,998+77.8% | $13,397+72.5% |