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 | $199,064 | $183,963+8.2% | $162,163+22.8% | $152,861+30.2% |
| Participation rate | 66.7% | 88.5%-21.8pp | 87.6%-20.9pp | 82.4%-15.8pp |
| Annual return | 23.05% | 150.76%-127.7pp | 115.59%-92.5pp | 345.32%-322.3pp |
| Employer contribution / active EE | $3,453 | $6,371-45.8% | $5,614-38.5% | $4,762-27.5% |
| Participant deferral / active EE | $6,572 | $8,034-18.2% | $7,298-10.0% | $5,850+12.3% |
| Admin fee / account holder | $1,157 | $13,121-91.2% | $10,843-89.3% | $11,596-90.0% |