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 | $193,528 | $102,604+88.6% | $86,188+124.5% | $139,434+38.8% |
| Participation rate | 60.0% | 74.5%-14.5pp | 69.0%-9.0pp | 80.3%-20.3pp |
| Annual return | 14.79% | 1922.51%-1907.7pp | 1168.45%-1153.7pp | 372.94%-358.2pp |
| Employer contribution / active EE | $1,605 | $3,032-47.1% | $2,380-32.6% | $4,751-66.2% |
| Participant deferral / active EE | $9,774 | $4,676+109.0% | $3,985+145.3% | $6,710+45.7% |
| Admin fee / account holder | $2,549 | $8,657-70.6% | $6,852-62.8% | $11,403-77.6% |