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 | $198,956 | $175,202+13.6% | $149,673+32.9% | $139,434+42.7% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 106.63% | 166.71%-60.1pp | 134.42%-27.8pp | 372.94%-266.3pp |
| Employer contribution / active EE | $17,438 | $5,474+218.5% | $4,818+262.0% | $4,751+267.0% |
| Participant deferral / active EE | $9,000 | $6,519+38.1% | $5,680+58.5% | $6,710+34.1% |
| Admin fee / account holder | $151,990 | $16,150+841.1% | $13,210+1050.6% | $11,403+1232.9% |