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 | $209,344 | $133,922+56.3% | $116,228+80.1% | $142,382+47.0% |
| Participation rate | 60.0% | 77.9%-17.9pp | 74.6%-14.6pp | 80.1%-20.1pp |
| Annual return | 13.71% | 147.76%-134.0pp | 90.06%-76.3pp | 217.08%-203.4pp |
| Employer contribution / active EE | $1,656 | $3,446-51.9% | $2,994-44.7% | $4,299-61.5% |
| Participant deferral / active EE | $13,184 | $5,672+132.4% | $4,953+166.2% | $6,507+102.6% |
| Admin fee / account holder | $1,590 | $14,945-89.4% | $11,989-86.7% | $12,624-87.4% |