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 | $181,478 | $121,625+49.2% | $104,607+73.5% | $158,922+14.2% |
| Participation rate | 65.2% | 77.5%-12.3pp | 74.1%-8.9pp | 82.0%-16.7pp |
| Annual return | 9.23% | 465.26%-456.0pp | 340.46%-331.2pp | 302.83%-293.6pp |
| Employer contribution / active EE | $1,919 | $3,163-39.3% | $2,681-28.4% | $4,761-59.7% |
| Participant deferral / active EE | $5,207 | $4,177+24.6% | $3,740+39.2% | $5,982-13.0% |
| Admin fee / account holder | $5,446 | $7,787-30.1% | $6,473-15.9% | $11,246-51.6% |