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 | $197,197 | $104,907+88.0% | $84,611+133.1% | $152,861+29.0% |
| Participation rate | 66.7% | 74.8%-8.2pp | 68.2%-1.6pp | 82.4%-15.8pp |
| Annual return | 18.15% | 373.79%-355.6pp | 258.74%-240.6pp | 345.32%-327.2pp |
| Employer contribution / active EE | $1,402 | $3,302-57.5% | $2,652-47.1% | $4,762-70.6% |
| Participant deferral / active EE | $1,697 | $4,688-63.8% | $3,899-56.5% | $5,850-71.0% |
| Admin fee / account holder | $508 | $6,241-91.9% | $4,912-89.7% | $11,596-95.6% |