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 | $207,439 | $181,894+14.0% | $156,549+32.5% | $273,961-24.3% |
| Participation rate | 63.6% | 88.4%-24.7pp | 84.0%-20.4pp | 83.0%-19.4pp |
| Annual return | 8.45% | 30.74%-22.3pp | 32.23%-23.8pp | 41.45%-33.0pp |
| Employer contribution / active EE | $9,265 | $6,248+48.3% | $5,501+68.4% | $4,869+90.3% |
| Participant deferral / active EE | $9,648 | $5,550+73.8% | $4,871+98.1% | $5,287+82.5% |
| Admin fee / account holder | $40,397 | $15,559+159.6% | $13,027+210.1% | $10,132+298.7% |