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 | $236,003 | $210,408+12.2% | $153,485+53.8% | $145,922+61.7% |
| Participation rate | 66.7% | 82.1%-15.5pp | 77.1%-10.4pp | 80.3%-13.6pp |
| Annual return | 17.85% | 13.37%+4.5pp | 15.65%+2.2pp | 561.29%-543.4pp |
| Employer contribution / active EE | $2,470 | $6,048-59.2% | $5,039-51.0% | $4,660-47.0% |
| Participant deferral / active EE | $5,518 | $7,975-30.8% | $6,757-18.3% | $6,688-17.5% |
| Admin fee / account holder | $803 | $19,419-95.9% | $12,724-93.7% | $13,397-94.0% |