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 | $226,734 | $175,202+29.4% | $149,673+51.5% | $139,434+62.6% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 21.10% | 166.71%-145.6pp | 134.42%-113.3pp | 372.94%-351.8pp |
| Employer contribution / active EE | $1,576 | $5,474-71.2% | $4,818-67.3% | $4,751-66.8% |
| Participant deferral / active EE | $6,750 | $6,519+3.6% | $5,680+18.8% | $6,710+0.6% |
| Admin fee / account holder | $3,227 | $16,150-80.0% | $13,210-75.6% | $11,403-71.7% |