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 | $201,786 | $112,881+78.8% | $90,951+121.9% | $158,922+27.0% |
| Participation rate | 53.3% | 74.7%-21.4pp | 69.0%-15.7pp | 82.0%-28.6pp |
| Annual return | 17.28% | 215.79%-198.5pp | 134.60%-117.3pp | 302.83%-285.6pp |
| Employer contribution / active EE | $2,420 | $2,893-16.3% | $2,122+14.1% | $4,761-49.2% |
| Participant deferral / active EE | $5,445 | $4,128+31.9% | $3,373+61.4% | $5,982-9.0% |
| Admin fee / account holder | $2,382 | $8,041-70.4% | $5,959-60.0% | $11,246-78.8% |