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 | $245,506 | $179,726+36.6% | $156,263+57.1% | $142,382+72.4% |
| Participation rate | 60.0% | 82.1%-22.1pp | 78.9%-18.9pp | 80.1%-20.1pp |
| Annual return | 16.50% | 77.86%-61.4pp | 59.47%-43.0pp | 217.08%-200.6pp |
| Employer contribution / active EE | $4,026 | $5,069-20.6% | $4,333-7.1% | $4,299-6.4% |
| Participant deferral / active EE | $5,497 | $6,956-21.0% | $6,158-10.7% | $6,507-15.5% |
| Admin fee / account holder | $12,506 | $17,272-27.6% | $14,255-12.3% | $12,624-0.9% |