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 | $180,357 | $111,724+61.4% | $93,606+92.7% | $145,922+23.6% |
| Participation rate | 66.7% | 74.2%-7.5pp | 68.7%-2.1pp | 80.3%-13.6pp |
| Annual return | 13.44% | 202.98%-189.5pp | 133.20%-119.8pp | 561.29%-547.8pp |
| Employer contribution / active EE | $3,228 | $3,090+4.5% | $2,420+33.4% | $4,660-30.7% |
| Participant deferral / active EE | $10,009 | $4,912+103.8% | $4,411+126.9% | $6,688+49.7% |
| Admin fee / account holder | $7,465 | $10,250-27.2% | $8,285-9.9% | $13,397-44.3% |