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 | $216,395 | $159,602+35.6% | $150,045+44.2% | $142,382+52.0% |
| Participation rate | 63.2% | 84.0%-20.8pp | 82.3%-19.2pp | 80.1%-17.0pp |
| Annual return | 14.61% | 70.24%-55.6pp | 62.55%-47.9pp | 217.08%-202.5pp |
| Employer contribution / active EE | $1,254 | $4,961-74.7% | $4,693-73.3% | $4,299-70.8% |
| Participant deferral / active EE | $10,557 | $8,310+27.0% | $7,997+32.0% | $6,507+62.2% |
| Admin fee / account holder | $2,412 | $14,846-83.8% | $13,435-82.0% | $12,624-80.9% |