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 | $242,142 | $177,572+36.4% | $154,803+56.4% | $142,382+70.1% |
| Participation rate | 66.7% | 82.1%-15.4pp | 78.1%-11.4pp | 80.1%-13.5pp |
| Annual return | 19.38% | 65.07%-45.7pp | 58.88%-39.5pp | 217.08%-197.7pp |
| Employer contribution / active EE | $12,384 | $4,810+157.4% | $4,305+187.6% | $4,299+188.1% |
| Participant deferral / active EE | $8,003 | $6,272+27.6% | $5,540+44.4% | $6,507+23.0% |
| Admin fee / account holder | $1,659 | $16,786-90.1% | $14,329-88.4% | $12,624-86.9% |