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 | $198,859 | $179,726+10.6% | $156,263+27.3% | $142,382+39.7% |
| Participation rate | 66.7% | 82.1%-15.4pp | 78.9%-12.2pp | 80.1%-13.5pp |
| Annual return | 17.31% | 77.86%-60.5pp | 59.47%-42.2pp | 217.08%-199.8pp |
| Employer contribution / active EE | $2,437 | $5,069-51.9% | $4,333-43.7% | $4,299-43.3% |
| Participant deferral / active EE | $4,698 | $6,956-32.5% | $6,158-23.7% | $6,507-27.8% |
| Admin fee / account holder | $48,559 | $17,272+181.1% | $14,255+240.7% | $12,624+284.7% |