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 | $205,457 | $209,411-1.9% | $178,490+15.1% | $158,922+29.3% |
| Participation rate | 40.0% | 86.3%-46.3pp | 81.9%-41.9pp | 82.0%-42.0pp |
| Annual return | 18.58% | 188.75%-170.2pp | 151.07%-132.5pp | 302.83%-284.2pp |
| Employer contribution / active EE | $1,525 | $5,706-73.3% | $5,011-69.6% | $4,761-68.0% |
| Participant deferral / active EE | $3,650 | $5,954-38.7% | $5,202-29.8% | $5,982-39.0% |
| Admin fee / account holder | $1,098 | $17,074-93.6% | $13,984-92.1% | $11,246-90.2% |