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 | $240,045 | $133,922+79.2% | $116,228+106.5% | $142,382+68.6% |
| Participation rate | 57.9% | 77.9%-20.0pp | 74.6%-16.7pp | 80.1%-22.2pp |
| Annual return | 16.91% | 147.76%-130.9pp | 90.06%-73.2pp | 217.08%-200.2pp |
| Employer contribution / active EE | $0 | $3,446-100.0% | $2,994-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $2,867 | $5,672-49.5% | $4,953-42.1% | $6,507-55.9% |
| Admin fee / account holder | $9,628 | $14,945-35.6% | $11,989-19.7% | $12,624-23.7% |