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 | $200,827 | $183,519+9.4% | $155,509+29.1% | $145,922+37.6% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | 19.25% | 61.17%-41.9pp | 64.67%-45.4pp | 561.29%-542.0pp |
| Employer contribution / active EE | $4,182 | $5,313-21.3% | $4,672-10.5% | $4,660-10.2% |
| Participant deferral / active EE | $10,709 | $6,462+65.7% | $5,626+90.3% | $6,688+60.1% |
| Admin fee / account holder | $1,089 | $19,313-94.4% | $15,912-93.2% | $13,397-91.9% |