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 | $200,299 | $203,436-1.5% | $152,466+31.4% | $167,490+19.6% |
| Participation rate | 68.2% | 82.3%-14.1pp | 78.2%-10.0pp | 82.1%-13.9pp |
| Annual return | 14.67% | 13.80%+0.9pp | 757.33%-742.7pp | 478.56%-463.9pp |
| Employer contribution / active EE | $4,370 | $5,220-16.3% | $4,327+1.0% | $4,837-9.7% |
| Participant deferral / active EE | $6,190 | $6,716-7.8% | $5,820+6.4% | $6,341-2.4% |
| Admin fee / account holder | $14,810 | $22,506-34.2% | $15,805-6.3% | $12,309+20.3% |