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 | $184,975 | $159,602+15.9% | $150,045+23.3% | $142,382+29.9% |
| Participation rate | 52.9% | 84.0%-31.0pp | 82.3%-29.4pp | 80.1%-27.2pp |
| Annual return | 17.09% | 70.24%-53.1pp | 62.55%-45.5pp | 217.08%-200.0pp |
| Employer contribution / active EE | $1,782 | $4,961-64.1% | $4,693-62.0% | $4,299-58.5% |
| Participant deferral / active EE | $6,718 | $8,310-19.2% | $7,997-16.0% | $6,507+3.2% |
| Admin fee / account holder | $9,641 | $14,846-35.1% | $13,435-28.2% | $12,624-23.6% |