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 | $213,058 | $209,411+1.7% | $178,490+19.4% | $158,922+34.1% |
| Participation rate | 47.1% | 86.3%-39.3pp | 81.9%-34.9pp | 82.0%-34.9pp |
| Annual return | 11.06% | 188.75%-177.7pp | 151.07%-140.0pp | 302.83%-291.8pp |
| Employer contribution / active EE | $1,874 | $5,706-67.2% | $5,011-62.6% | $4,761-60.6% |
| Participant deferral / active EE | $4,684 | $5,954-21.3% | $5,202-10.0% | $5,982-21.7% |
| Admin fee / account holder | $2,820 | $17,074-83.5% | $13,984-79.8% | $11,246-74.9% |