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 | $211,373 | $179,726+17.6% | $156,263+35.3% | $142,382+48.5% |
| Participation rate | 33.3% | 82.1%-48.7pp | 78.9%-45.6pp | 80.1%-46.8pp |
| Annual return | 17.52% | 77.86%-60.3pp | 59.47%-41.9pp | 217.08%-199.6pp |
| Employer contribution / active EE | $2,427 | $5,069-52.1% | $4,333-44.0% | $4,299-43.6% |
| Participant deferral / active EE | $6,829 | $6,956-1.8% | $6,158+10.9% | $6,507+5.0% |
| Admin fee / account holder | $7,650 | $17,272-55.7% | $14,255-46.3% | $12,624-39.4% |