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 | $225,958 | $172,478+31.0% | $145,661+55.1% | $142,382+58.7% |
| Participation rate | 54.5% | 80.1%-25.6pp | 77.2%-22.7pp | 80.1%-25.6pp |
| Annual return | 10.95% | 151.09%-140.1pp | 101.46%-90.5pp | 217.08%-206.1pp |
| Employer contribution / active EE | $4,401 | $4,899-10.2% | $4,238+3.9% | $4,299+2.4% |
| Participant deferral / active EE | $9,926 | $8,348+18.9% | $7,198+37.9% | $6,507+52.5% |
| Admin fee / account holder | $103,614 | $16,864+514.4% | $12,466+731.1% | $12,624+720.8% |