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 | $204,602 | $202,318+1.1% | $172,739+18.4% | $152,861+33.8% |
| Participation rate | 41.7% | 87.1%-45.4pp | 82.6%-41.0pp | 82.4%-40.8pp |
| Annual return | 25.30% | 1029.65%-1004.4pp | 802.84%-777.5pp | 345.32%-320.0pp |
| Employer contribution / active EE | $2,211 | $5,856-62.2% | $5,143-57.0% | $4,762-53.6% |
| Participant deferral / active EE | $5,117 | $5,948-14.0% | $5,198-1.6% | $5,850-12.5% |
| Admin fee / account holder | $3,832 | $17,109-77.6% | $13,954-72.5% | $11,596-67.0% |