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 7-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 | $187,193 | $175,202+6.8% | $149,673+25.1% | $139,434+34.3% |
| Participation rate | 50.0% | 83.4%-33.4pp | 78.8%-28.8pp | 80.3%-30.3pp |
| Annual return | 125.59% | 166.71%-41.1pp | 134.42%-8.8pp | 372.94%-247.3pp |
| Employer contribution / active EE | $11,941 | $5,474+118.1% | $4,818+147.8% | $4,751+151.3% |
| Participant deferral / active EE | $5,822 | $6,519-10.7% | $5,680+2.5% | $6,710-13.2% |
| Admin fee / account holder | $2,197 | $16,150-86.4% | $13,210-83.4% | $11,403-80.7% |