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 | $188,394 | $148,534+26.8% | $135,903+38.6% | $139,434+35.1% |
| Participation rate | 69.2% | 83.9%-14.6pp | 81.9%-12.7pp | 80.3%-11.1pp |
| Annual return | 15.81% | 79.19%-63.4pp | 68.23%-52.4pp | 372.94%-357.1pp |
| Employer contribution / active EE | $3,575 | $5,243-31.8% | $4,856-26.4% | $4,751-24.7% |
| Participant deferral / active EE | $6,607 | $8,100-18.4% | $7,758-14.8% | $6,710-1.5% |
| Admin fee / account holder | $22,791 | $12,400+83.8% | $10,762+111.8% | $11,403+99.9% |