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 | $195,055 | $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 | 11.39% | 78.40%-67.0pp | 64.17%-52.8pp | 478.56%-467.2pp |
| Employer contribution / active EE | $9,194 | $5,316+72.9% | $4,412+108.4% | $4,837+90.1% |
| Participant deferral / active EE | $4,085 | $7,002-41.7% | $6,174-33.8% | $6,341-35.6% |
| Admin fee / account holder | $1,651 | $11,878-86.1% | $9,807-83.2% | $12,309-86.6% |