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 | $175,211 | $150,187+16.7% | $120,354+45.6% | $145,922+20.1% |
| Participation rate | 63.6% | 78.8%-15.1pp | 71.9%-8.3pp | 80.3%-16.6pp |
| Annual return | 11.89% | 154.07%-142.2pp | 107.15%-95.3pp | 561.29%-549.4pp |
| Employer contribution / active EE | $2,996 | $4,348-31.1% | $3,463-13.5% | $4,660-35.7% |
| Participant deferral / active EE | $8,494 | $6,173+37.6% | $4,991+70.2% | $6,688+27.0% |
| Admin fee / account holder | $58,630 | $12,207+380.3% | $9,423+522.2% | $13,397+337.6% |