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 | $228,404 | $159,602+43.1% | $150,045+52.2% | $142,382+60.4% |
| Participation rate | 63.2% | 84.0%-20.8pp | 82.3%-19.2pp | 80.1%-17.0pp |
| Annual return | 13.18% | 70.24%-57.1pp | 62.55%-49.4pp | 217.08%-203.9pp |
| Employer contribution / active EE | $0 | $4,961-100.0% | $4,693-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $5,309 | $8,310-36.1% | $7,997-33.6% | $6,507-18.4% |
| Admin fee / account holder | $24,592 | $14,846+65.6% | $13,435+83.0% | $12,624+94.8% |