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 | $188,451 | $144,119+30.8% | $117,854+59.9% | $147,584+27.7% |
| Participation rate | 66.7% | 83.4%-16.8pp | 79.7%-13.0pp | 82.8%-16.2pp |
| Annual return | 16.76% | 531.15%-514.4pp | 335.08%-318.3pp | 578.55%-561.8pp |
| Employer contribution / active EE | $6,123 | $4,896+25.0% | $3,786+61.7% | $4,876+25.6% |
| Participant deferral / active EE | $11,985 | $5,316+125.5% | $4,482+167.4% | $5,439+120.4% |
| Admin fee / account holder | $11,595 | $10,886+6.5% | $8,020+44.6% | $10,885+6.5% |