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 9-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 | $193,061 | $159,901+20.7% | $146,958+31.4% | $145,922+32.3% |
| Participation rate | 68.8% | 84.0%-15.2pp | 82.2%-13.4pp | 80.3%-11.5pp |
| Annual return | 17.56% | 98.13%-80.6pp | 418.34%-400.8pp | 561.29%-543.7pp |
| Employer contribution / active EE | $3,731 | $5,286-29.4% | $4,933-24.4% | $4,660-19.9% |
| Participant deferral / active EE | $11,108 | $8,428+31.8% | $8,070+37.6% | $6,688+66.1% |
| Admin fee / account holder | $5,649 | $15,044-62.5% | $12,998-56.5% | $13,397-57.8% |