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 | $226,073 | $105,181+114.9% | $159,436+41.8% | $85,850+163.3% |
| Participation rate | 69.7% | 75.8%-6.1pp | 82.8%-13.1pp | 69.3%+0.4pp |
| Annual return | 14.88% | 45.07%-30.2pp | 263.57%-248.7pp | 318.53%-303.7pp |
| Employer contribution / active EE | $3,479 | $3,318+4.9% | $4,829-28.0% | $2,565+35.6% |
| Participant deferral / active EE | $8,469 | $5,945+42.5% | $7,352+15.2% | $3,952+114.3% |
| Admin fee / account holder | $5,638 | $6,933-18.7% | $10,799-47.8% | $6,260-9.9% |