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 | $187,445 | $185,822+0.9% | $169,993+10.3% | $139,434+34.4% |
| Participation rate | 66.7% | 87.8%-21.1pp | 87.0%-20.3pp | 80.3%-13.7pp |
| Annual return | 22.04% | 60.50%-38.5pp | 53.37%-31.3pp | 372.94%-350.9pp |
| Employer contribution / active EE | $6,246 | $7,590-17.7% | $6,785-7.9% | $4,751+31.5% |
| Participant deferral / active EE | $14,380 | $11,622+23.7% | $10,408+38.2% | $6,710+114.3% |
| Admin fee / account holder | $1,412 | $15,381-90.8% | $12,815-89.0% | $11,403-87.6% |