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 | $228,778 | $177,572+28.8% | $154,803+47.8% | $142,382+60.7% |
| Participation rate | 46.2% | 82.1%-35.9pp | 78.1%-31.9pp | 80.1%-34.0pp |
| Annual return | 14.42% | 65.07%-50.6pp | 58.88%-44.5pp | 217.08%-202.7pp |
| Employer contribution / active EE | $1,713 | $4,810-64.4% | $4,305-60.2% | $4,299-60.2% |
| Participant deferral / active EE | $5,990 | $6,272-4.5% | $5,540+8.1% | $6,507-7.9% |
| Admin fee / account holder | $1,647 | $16,786-90.2% | $14,329-88.5% | $12,624-87.0% |