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 | $215,544 | $115,770+86.2% | $101,248+112.9% | $158,922+35.6% |
| Participation rate | 47.4% | 79.4%-32.0pp | 75.8%-28.4pp | 82.0%-34.6pp |
| Annual return | 32.85% | 56.14%-23.3pp | 46.47%-13.6pp | 302.83%-270.0pp |
| Employer contribution / active EE | $1,289 | $4,175-69.1% | $3,660-64.8% | $4,761-72.9% |
| Participant deferral / active EE | $4,995 | $4,957+0.8% | $4,370+14.3% | $5,982-16.5% |
| Admin fee / account holder | $574 | $7,245-92.1% | $5,945-90.3% | $11,246-94.9% |