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 | $236,855 | $177,572+33.4% | $154,803+53.0% | $142,382+66.4% |
| Participation rate | 37.5% | 82.1%-44.6pp | 78.1%-40.6pp | 80.1%-42.6pp |
| Annual return | 16.72% | 65.07%-48.4pp | 58.88%-42.2pp | 217.08%-200.4pp |
| Employer contribution / active EE | $1,109 | $4,810-76.9% | $4,305-74.2% | $4,299-74.2% |
| Participant deferral / active EE | $2,253 | $6,272-64.1% | $5,540-59.3% | $6,507-65.4% |
| Admin fee / account holder | $10,401 | $16,786-38.0% | $14,329-27.4% | $12,624-17.6% |