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 | $199,860 | $176,056+13.5% | $159,436+25.4% | $167,490+19.3% |
| Participation rate | 57.1% | 84.9%-27.8pp | 82.8%-25.7pp | 82.1%-25.0pp |
| Annual return | 13.97% | 331.75%-317.8pp | 263.57%-249.6pp | 478.56%-464.6pp |
| Employer contribution / active EE | $3,062 | $5,297-42.2% | $4,829-36.6% | $4,837-36.7% |
| Participant deferral / active EE | $8,093 | $7,750+4.4% | $7,352+10.1% | $6,341+27.6% |
| Admin fee / account holder | $779 | $12,554-93.8% | $10,799-92.8% | $12,309-93.7% |