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 | $197,949 | $159,901+23.8% | $146,958+34.7% | $145,922+35.7% |
| Participation rate | 37.5% | 84.0%-46.5pp | 82.2%-44.7pp | 80.3%-42.8pp |
| Annual return | 14.31% | 98.13%-83.8pp | 418.34%-404.0pp | 561.29%-547.0pp |
| Employer contribution / active EE | $3,795 | $5,286-28.2% | $4,933-23.1% | $4,660-18.6% |
| Participant deferral / active EE | $10,460 | $8,428+24.1% | $8,070+29.6% | $6,688+56.4% |
| Admin fee / account holder | $1,304 | $15,044-91.3% | $12,998-90.0% | $13,397-90.3% |