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 | $193,974 | $177,572+9.2% | $154,803+25.3% | $142,382+36.2% |
| Participation rate | 66.7% | 82.1%-15.4pp | 78.1%-11.4pp | 80.1%-13.5pp |
| Annual return | 16.54% | 65.07%-48.5pp | 58.88%-42.3pp | 217.08%-200.5pp |
| Employer contribution / active EE | $1,614 | $4,810-66.5% | $4,305-62.5% | $4,299-62.5% |
| Participant deferral / active EE | $8,275 | $6,272+31.9% | $5,540+49.3% | $6,507+27.2% |
| Admin fee / account holder | $4,817 | $16,786-71.3% | $14,329-66.4% | $12,624-61.8% |