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 | $220,176 | $209,411+5.1% | $178,490+23.4% | $158,922+38.5% |
| Participation rate | 50.0% | 86.3%-36.3pp | 81.9%-31.9pp | 82.0%-32.0pp |
| Annual return | 6.49% | 188.75%-182.3pp | 151.07%-144.6pp | 302.83%-296.3pp |
| Employer contribution / active EE | $1,991 | $5,706-65.1% | $5,011-60.3% | $4,761-58.2% |
| Participant deferral / active EE | $13,000 | $5,954+118.3% | $5,202+149.9% | $5,982+117.3% |
| Admin fee / account holder | $6,891 | $17,074-59.6% | $13,984-50.7% | $11,246-38.7% |