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 | $197,178 | $175,202+12.5% | $149,673+31.7% | $139,434+41.4% |
| Participation rate | 50.0% | 83.4%-33.4pp | 78.8%-28.8pp | 80.3%-30.3pp |
| Annual return | 13.97% | 166.71%-152.7pp | 134.42%-120.4pp | 372.94%-359.0pp |
| Employer contribution / active EE | $3,603 | $5,474-34.2% | $4,818-25.2% | $4,751-24.2% |
| Participant deferral / active EE | $4,820 | $6,519-26.1% | $5,680-15.1% | $6,710-28.2% |
| Admin fee / account holder | $93,538 | $16,150+479.2% | $13,210+608.1% | $11,403+720.3% |