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 | $248,387 | $210,648+17.9% | $177,989+39.6% | $145,922+70.2% |
| Participation rate | 66.7% | 80.8%-14.1pp | 77.1%-10.4pp | 80.3%-13.6pp |
| Annual return | 14.63% | 385.86%-371.2pp | 294.48%-279.9pp | 561.29%-546.7pp |
| Employer contribution / active EE | $899 | $4,565-80.3% | $3,949-77.2% | $4,660-80.7% |
| Participant deferral / active EE | $8,967 | $6,958+28.9% | $6,276+42.9% | $6,688+34.1% |
| Admin fee / account holder | $1,776 | $12,013-85.2% | $10,363-82.9% | $13,397-86.7% |