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 7-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 | $213,848 | $159,901+33.7% | $146,958+45.5% | $145,922+46.5% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 22.43% | 98.13%-75.7pp | 418.34%-395.9pp | 561.29%-538.9pp |
| Employer contribution / active EE | $2,007 | $5,286-62.0% | $4,933-59.3% | $4,660-56.9% |
| Participant deferral / active EE | $7,079 | $8,428-16.0% | $8,070-12.3% | $6,688+5.9% |
| Admin fee / account holder | $3,806 | $15,044-74.7% | $12,998-70.7% | $13,397-71.6% |