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 | $207,923 | $69,207+200.4% | $64,056+224.6% | $139,434+49.1% |
| Participation rate | 60.0% | 75.6%-15.6pp | 72.3%-12.3pp | 80.3%-20.3pp |
| Annual return | 17.05% | 45.88%-28.8pp | 33.69%-16.6pp | 372.94%-355.9pp |
| Employer contribution / active EE | $4,953 | $3,182+55.6% | $2,747+80.3% | $4,751+4.3% |
| Participant deferral / active EE | $9,670 | $4,682+106.6% | $3,880+149.2% | $6,710+44.1% |
| Admin fee / account holder | $831 | $4,244-80.4% | $3,068-72.9% | $11,403-92.7% |