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 | $214,976 | $112,881+90.4% | $90,951+136.4% | $158,922+35.3% |
| Participation rate | 25.0% | 74.7%-49.7pp | 69.0%-44.0pp | 82.0%-57.0pp |
| Annual return | 42.41% | 215.79%-173.4pp | 134.60%-92.2pp | 302.83%-260.4pp |
| Employer contribution / active EE | $1,450 | $2,893-49.9% | $2,122-31.6% | $4,761-69.5% |
| Participant deferral / active EE | $3,344 | $4,128-19.0% | $3,373-0.9% | $5,982-44.1% |
| Admin fee / account holder | $1,245 | $8,041-84.5% | $5,959-79.1% | $11,246-88.9% |