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 9-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 | $177,768 | $175,202+1.5% | $149,673+18.8% | $139,434+27.5% |
| Participation rate | 60.0% | 83.4%-23.4pp | 78.8%-18.8pp | 80.3%-20.3pp |
| Annual return | 16.95% | 166.71%-149.8pp | 134.42%-117.5pp | 372.94%-356.0pp |
| Employer contribution / active EE | $6,857 | $5,474+25.3% | $4,818+42.3% | $4,751+44.3% |
| Participant deferral / active EE | $6,656 | $6,519+2.1% | $5,680+17.2% | $6,710-0.8% |
| Admin fee / account holder | $81,988 | $16,150+407.7% | $13,210+520.7% | $11,403+619.0% |