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 | $199,879 | $159,602+25.2% | $150,045+33.2% | $142,382+40.4% |
| Participation rate | 0.0% | 84.0%-84.0pp | 82.3%-82.3pp | 80.1%-80.1pp |
| Annual return | 20.07% | 70.24%-50.2pp | 62.55%-42.5pp | 217.08%-197.0pp |
| Employer contribution / active EE | $11,015 | $4,961+122.1% | $4,693+134.7% | $4,299+156.2% |
| Participant deferral / active EE | $17,171 | $8,310+106.6% | $7,997+114.7% | $6,507+163.9% |
| Admin fee / account holder | $1,825 | $14,846-87.7% | $13,435-86.4% | $12,624-85.5% |