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 | $185,965 | $109,327+70.1% | $89,391+108.0% | $158,922+17.0% |
| Participation rate | 55.6% | 74.3%-18.7pp | 68.0%-12.4pp | 82.0%-26.4pp |
| Annual return | 33.62% | 345.68%-312.1pp | 245.62%-212.0pp | 302.83%-269.2pp |
| Employer contribution / active EE | $1,915 | $3,170-39.6% | $2,586-25.9% | $4,761-59.8% |
| Participant deferral / active EE | $3,003 | $4,598-34.7% | $3,890-22.8% | $5,982-49.8% |
| Admin fee / account holder | $1,399 | $6,153-77.3% | $4,881-71.3% | $11,246-87.6% |