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 | $222,426 | $162,781+36.6% | $133,956+66.0% | $158,922+40.0% |
| Participation rate | 37.5% | 83.2%-45.7pp | 79.8%-42.3pp | 82.0%-44.5pp |
| Annual return | 19.07% | 41.94%-22.9pp | 45.09%-26.0pp | 302.83%-283.8pp |
| Employer contribution / active EE | $1,215 | $4,975-75.6% | $3,919-69.0% | $4,761-74.5% |
| Participant deferral / active EE | $7,175 | $5,911+21.4% | $5,048+42.1% | $5,982+19.9% |
| Admin fee / account holder | $1,568 | $11,736-86.6% | $8,927-82.4% | $11,246-86.1% |