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 | $212,537 | $209,411+1.5% | $178,490+19.1% | $158,922+33.7% |
| Participation rate | 50.0% | 86.3%-36.3pp | 81.9%-31.9pp | 82.0%-32.0pp |
| Annual return | 14.35% | 188.75%-174.4pp | 151.07%-136.7pp | 302.83%-288.5pp |
| Employer contribution / active EE | $2,133 | $5,706-62.6% | $5,011-57.4% | $4,761-55.2% |
| Participant deferral / active EE | $3,171 | $5,954-46.8% | $5,202-39.0% | $5,982-47.0% |
| Admin fee / account holder | $42,413 | $17,074+148.4% | $13,984+203.3% | $11,246+277.2% |