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 | $198,566 | $148,534+33.7% | $135,903+46.1% | $139,434+42.4% |
| Participation rate | 41.7% | 83.9%-42.2pp | 81.9%-40.2pp | 80.3%-38.7pp |
| Annual return | 17.77% | 79.19%-61.4pp | 68.23%-50.5pp | 372.94%-355.2pp |
| Employer contribution / active EE | $2,641 | $5,243-49.6% | $4,856-45.6% | $4,751-44.4% |
| Participant deferral / active EE | $4,237 | $8,100-47.7% | $7,758-45.4% | $6,710-36.9% |
| Admin fee / account holder | $897 | $12,400-92.8% | $10,762-91.7% | $11,403-92.1% |