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 | $186,579 | $177,572+5.1% | $154,803+20.5% | $142,382+31.0% |
| Participation rate | 63.6% | 82.1%-18.4pp | 78.1%-14.4pp | 80.1%-16.5pp |
| Annual return | 17.12% | 65.07%-48.0pp | 58.88%-41.8pp | 217.08%-200.0pp |
| Employer contribution / active EE | $992 | $4,810-79.4% | $4,305-77.0% | $4,299-76.9% |
| Participant deferral / active EE | $6,000 | $6,272-4.3% | $5,540+8.3% | $6,507-7.8% |
| Admin fee / account holder | $2,988 | $16,786-82.2% | $14,329-79.1% | $12,624-76.3% |