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 5-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 | $206,531 | $210,648-2.0% | $177,989+16.0% | $145,922+41.5% |
| Participation rate | 50.0% | 80.8%-30.8pp | 77.1%-27.1pp | 80.3%-30.3pp |
| Annual return | 15.52% | 385.86%-370.3pp | 294.48%-279.0pp | 561.29%-545.8pp |
| Employer contribution / active EE | $2,274 | $4,565-50.2% | $3,949-42.4% | $4,660-51.2% |
| Participant deferral / active EE | $5,034 | $6,958-27.6% | $6,276-19.8% | $6,688-24.7% |
| Admin fee / account holder | $21,657 | $12,013+80.3% | $10,363+109.0% | $13,397+61.7% |