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 | $200,367 | $183,519+9.2% | $155,509+28.8% | $145,922+37.3% |
| Participation rate | 33.3% | 82.7%-49.3pp | 78.2%-44.9pp | 80.3%-46.9pp |
| Annual return | 8.79% | 61.17%-52.4pp | 64.67%-55.9pp | 561.29%-552.5pp |
| Employer contribution / active EE | $10,032 | $5,313+88.8% | $4,672+114.7% | $4,660+115.3% |
| Participant deferral / active EE | $6,980 | $6,462+8.0% | $5,626+24.1% | $6,688+4.4% |
| Admin fee / account holder | $5,811 | $19,313-69.9% | $15,912-63.5% | $13,397-56.6% |