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 | $227,835 | $183,963+23.8% | $162,163+40.5% | $152,861+49.0% |
| Participation rate | 66.7% | 88.5%-21.8pp | 87.6%-20.9pp | 82.4%-15.8pp |
| Annual return | 21.64% | 150.76%-129.1pp | 115.59%-94.0pp | 345.32%-323.7pp |
| Employer contribution / active EE | $3,697 | $6,371-42.0% | $5,614-34.1% | $4,762-22.4% |
| Participant deferral / active EE | $6,541 | $8,034-18.6% | $7,298-10.4% | $5,850+11.8% |
| Admin fee / account holder | $2,710 | $13,121-79.3% | $10,843-75.0% | $11,596-76.6% |