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 | $234,799 | $175,202+34.0% | $149,673+56.9% | $139,434+68.4% |
| Participation rate | 68.4% | 83.4%-15.0pp | 78.8%-10.3pp | 80.3%-11.9pp |
| Annual return | 19.68% | 166.71%-147.0pp | 134.42%-114.7pp | 372.94%-353.3pp |
| Employer contribution / active EE | $1,309 | $5,474-76.1% | $4,818-72.8% | $4,751-72.5% |
| Participant deferral / active EE | $5,133 | $6,519-21.3% | $5,680-9.6% | $6,710-23.5% |
| Admin fee / account holder | $30,191 | $16,150+86.9% | $13,210+128.5% | $11,403+164.8% |