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 | $188,011 | $183,519+2.4% | $155,509+20.9% | $145,922+28.8% |
| Participation rate | 45.5% | 82.7%-37.2pp | 78.2%-32.7pp | 80.3%-34.8pp |
| Annual return | 31.55% | 61.17%-29.6pp | 64.67%-33.1pp | 561.29%-529.7pp |
| Employer contribution / active EE | $5,565 | $5,313+4.7% | $4,672+19.1% | $4,660+19.4% |
| Participant deferral / active EE | $4,935 | $6,462-23.6% | $5,626-12.3% | $6,688-26.2% |
| Admin fee / account holder | $407 | $19,313-97.9% | $15,912-97.4% | $13,397-97.0% |