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 | $242,975 | $114,381+112.4% | $107,525+126.0% | $142,382+70.6% |
| Participation rate | 66.7% | 78.1%-11.5pp | 75.1%-8.4pp | 80.1%-13.5pp |
| Annual return | 11.66% | 242.71%-231.0pp | 181.32%-169.7pp | 217.08%-205.4pp |
| Employer contribution / active EE | $4,840 | $4,015+20.6% | $3,754+29.0% | $4,299+12.6% |
| Participant deferral / active EE | $17,066 | $5,564+206.7% | $5,116+233.6% | $6,507+162.3% |
| Admin fee / account holder | $5,206 | $9,860-47.2% | $8,919-41.6% | $12,624-58.8% |