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 | $210,152 | $77,145+172.4% | $108,410+93.8% | $85,850+144.8% |
| Participation rate | 53.5% | 74.7%-21.2pp | 80.1%-26.6pp | 69.3%-15.8pp |
| Annual return | 35.18% | 44.54%-9.4pp | 905.27%-870.1pp | 318.53%-283.4pp |
| Employer contribution / active EE | $2,409 | $2,379+1.2% | $3,558-32.3% | $2,565-6.1% |
| Participant deferral / active EE | $4,376 | $5,566-21.4% | $6,563-33.3% | $3,952+10.7% |
| Admin fee / account holder | $2,797 | $5,172-45.9% | $7,295-61.7% | $6,260-55.3% |