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 | $197,868 | $180,449+9.7% | $154,107+28.4% | $135,375+46.2% |
| Participation rate | 66.7% | 87.4%-20.8pp | 83.0%-16.4pp | 82.6%-16.0pp |
| Annual return | -7.72% | 888.09%-895.8pp | 735.12%-742.8pp | 519.73%-527.5pp |
| Employer contribution / active EE | $4,558 | $6,035-24.5% | $5,298-14.0% | $4,779-4.6% |
| Participant deferral / active EE | $3,063 | $5,806-47.3% | $5,081-39.7% | $5,609-45.4% |
| Admin fee / account holder | $2,011 | $16,143-87.5% | $13,411-85.0% | $10,827-81.4% |