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 | $225,037 | $175,202+28.4% | $149,673+50.4% | $139,434+61.4% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 12.58% | 166.71%-154.1pp | 134.42%-121.8pp | 372.94%-360.4pp |
| Employer contribution / active EE | $1,316 | $5,474-76.0% | $4,818-72.7% | $4,751-72.3% |
| Participant deferral / active EE | $9,417 | $6,519+44.5% | $5,680+65.8% | $6,710+40.3% |
| Admin fee / account holder | $892 | $16,150-94.5% | $13,210-93.2% | $11,403-92.2% |