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 | $231,165 | $175,202+31.9% | $149,673+54.4% | $139,434+65.8% |
| Participation rate | 68.8% | 83.4%-14.6pp | 78.8%-10.0pp | 80.3%-11.6pp |
| Annual return | 18.32% | 166.71%-148.4pp | 134.42%-116.1pp | 372.94%-354.6pp |
| Employer contribution / active EE | $1,283 | $5,474-76.6% | $4,818-73.4% | $4,751-73.0% |
| Participant deferral / active EE | $7,220 | $6,519+10.8% | $5,680+27.1% | $6,710+7.6% |
| Admin fee / account holder | $2,195 | $16,150-86.4% | $13,210-83.4% | $11,403-80.7% |