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 | $193,615 | $180,449+7.3% | $154,107+25.6% | $135,375+43.0% |
| Participation rate | 37.5% | 87.4%-49.9pp | 83.0%-45.5pp | 82.6%-45.1pp |
| Annual return | -4.33% | 888.09%-892.4pp | 735.12%-739.5pp | 519.73%-524.1pp |
| Employer contribution / active EE | $1,432 | $6,035-76.3% | $5,298-73.0% | $4,779-70.0% |
| Participant deferral / active EE | $6,527 | $5,806+12.4% | $5,081+28.5% | $5,609+16.4% |
| Admin fee / account holder | $2,019 | $16,143-87.5% | $13,411-84.9% | $10,827-81.4% |