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 | $223,970 | $159,901+40.1% | $146,958+52.4% | $145,922+53.5% |
| Participation rate | 57.1% | 84.0%-26.9pp | 82.2%-25.0pp | 80.3%-23.1pp |
| Annual return | 9.67% | 98.13%-88.5pp | 418.34%-408.7pp | 561.29%-551.6pp |
| Employer contribution / active EE | $4,621 | $5,286-12.6% | $4,933-6.3% | $4,660-0.8% |
| Participant deferral / active EE | $9,713 | $8,428+15.2% | $8,070+20.4% | $6,688+45.2% |
| Admin fee / account holder | $186,258 | $15,044+1138.1% | $12,998+1333.0% | $13,397+1290.3% |