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 | $217,252 | $77,899+178.9% | $149,673+45.2% | $75,163+189.0% |
| Participation rate | 67.3% | 65.6%+1.7pp | 78.8%-11.5pp | 67.2%+0.1pp |
| Annual return | 16.04% | 31.72%-15.7pp | 134.42%-118.4pp | 160.62%-144.6pp |
| Employer contribution / active EE | $4,566 | $3,137+45.5% | $4,818-5.2% | $2,670+71.0% |
| Participant deferral / active EE | $6,171 | $3,411+80.9% | $5,680+8.6% | $4,125+49.6% |
| Admin fee / account holder | $5,005 | $5,956-16.0% | $13,210-62.1% | $5,651-11.4% |