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 | $218,538 | $102,317+113.6% | $146,958+48.7% | $80,856+170.3% |
| Participation rate | 67.4% | 75.8%-8.4pp | 82.2%-14.8pp | 67.6%-0.2pp |
| Annual return | 13.59% | 134.76%-121.2pp | 418.34%-404.7pp | 35.59%-22.0pp |
| Employer contribution / active EE | $2,668 | $3,713-28.2% | $4,933-45.9% | $2,755-3.2% |
| Participant deferral / active EE | $12,927 | $6,644+94.6% | $8,070+60.2% | $4,296+200.9% |
| Admin fee / account holder | $20,179 | $7,941+154.1% | $12,998+55.2% | $6,918+191.7% |