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 | $212,903 | $100,773+111.3% | $88,946+139.4% | $142,382+49.5% |
| Participation rate | 61.1% | 74.3%-13.2pp | 68.8%-7.7pp | 80.1%-19.0pp |
| Annual return | 13.41% | 70.18%-56.8pp | 57.82%-44.4pp | 217.08%-203.7pp |
| Employer contribution / active EE | $906 | $2,918-69.0% | $2,555-64.5% | $4,299-78.9% |
| Participant deferral / active EE | $8,114 | $5,230+55.1% | $4,581+77.1% | $6,507+24.7% |
| Admin fee / account holder | $6,511 | $9,693-32.8% | $8,261-21.2% | $12,624-48.4% |