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 | $203,716 | $133,922+52.1% | $116,228+75.3% | $142,382+43.1% |
| Participation rate | 64.7% | 77.9%-13.2pp | 74.6%-9.8pp | 80.1%-15.4pp |
| Annual return | 14.82% | 147.76%-132.9pp | 90.06%-75.2pp | 217.08%-202.3pp |
| Employer contribution / active EE | $2,981 | $3,446-13.5% | $2,994-0.4% | $4,299-30.7% |
| Participant deferral / active EE | $7,504 | $5,672+32.3% | $4,953+51.5% | $6,507+15.3% |
| Admin fee / account holder | $60,460 | $14,945+304.6% | $11,989+404.3% | $12,624+378.9% |