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 | $246,746 | $159,901+54.3% | $146,958+67.9% | $145,922+69.1% |
| Participation rate | 68.8% | 84.0%-15.2pp | 82.2%-13.4pp | 80.3%-11.5pp |
| Annual return | 16.22% | 98.13%-81.9pp | 418.34%-402.1pp | 561.29%-545.1pp |
| Employer contribution / active EE | $2,185 | $5,286-58.7% | $4,933-55.7% | $4,660-53.1% |
| Participant deferral / active EE | $15,461 | $8,428+83.4% | $8,070+91.6% | $6,688+131.2% |
| Admin fee / account holder | $1,591 | $15,044-89.4% | $12,998-87.8% | $13,397-88.1% |