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 | $220,176 | $202,318+8.8% | $172,739+27.5% | $152,861+44.0% |
| Participation rate | 33.3% | 87.1%-53.7pp | 82.6%-49.3pp | 82.4%-49.1pp |
| Annual return | 20.76% | 1029.65%-1008.9pp | 802.84%-782.1pp | 345.32%-324.6pp |
| Employer contribution / active EE | $16,059 | $5,856+174.2% | $5,143+212.3% | $4,762+237.2% |
| Participant deferral / active EE | $15,315 | $5,948+157.5% | $5,198+194.6% | $5,850+161.8% |
| Admin fee / account holder | $19,525 | $17,109+14.1% | $13,954+39.9% | $11,596+68.4% |