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 5-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 | $205,658 | $210,648-2.4% | $177,989+15.5% | $145,922+40.9% |
| Participation rate | 28.6% | 80.8%-52.2pp | 77.1%-48.5pp | 80.3%-51.7pp |
| Annual return | 13.76% | 385.86%-372.1pp | 294.48%-280.7pp | 561.29%-547.5pp |
| Employer contribution / active EE | $1,947 | $4,565-57.3% | $3,949-50.7% | $4,660-58.2% |
| Participant deferral / active EE | $3,029 | $6,958-56.5% | $6,276-51.7% | $6,688-54.7% |
| Admin fee / account holder | $47,632 | $12,013+296.5% | $10,363+359.6% | $13,397+255.5% |