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 | $195,060 | $227,553-14.3% | $189,557+2.9% | $167,490+16.5% |
| Participation rate | 60.0% | 82.5%-22.5pp | 78.4%-18.4pp | 82.1%-22.1pp |
| Annual return | 16.79% | 78.40%-61.6pp | 64.17%-47.4pp | 478.56%-461.8pp |
| Employer contribution / active EE | $10,719 | $5,316+101.6% | $4,412+142.9% | $4,837+121.6% |
| Participant deferral / active EE | $15,040 | $7,002+114.8% | $6,174+143.6% | $6,341+137.2% |
| Admin fee / account holder | $7,515 | $11,878-36.7% | $9,807-23.4% | $12,309-38.9% |