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 | $198,222 | $165,984+19.4% | $164,813+20.3% | $145,922+35.8% |
| Participation rate | 69.2% | 82.0%-12.8pp | 78.6%-9.4pp | 80.3%-11.0pp |
| Annual return | 15.73% | 100.03%-84.3pp | 69.93%-54.2pp | 561.29%-545.6pp |
| Employer contribution / active EE | $2,048 | $5,273-61.2% | $4,341-52.8% | $4,660-56.0% |
| Participant deferral / active EE | $9,402 | $6,959+35.1% | $6,031+55.9% | $6,688+40.6% |
| Admin fee / account holder | $4,048 | $16,648-75.7% | $12,690-68.1% | $13,397-69.8% |